do 3 things...
1) import multiple contacts from csv into a customized form
2) provide a tab for new sales "LEADS"
3) provide a sales funnel to show projected revenue
Hi Tim,
1) You can import contacts from CSV using the ‘Import Contacts’ link at the bottom left of the Add Contact popup. If you need Custom Fields beyond what we currently have, those are coming in our next release (very soon).
2) This can easily be accomplished with a custom Report. Just create a new Contact Report and filter by the contact type “Is Lead” and you’ll have that list.
3) The September release will have the sales pipeline report built into the system and should do exactly what you need here.
If you’d like, I’d be happy to show you how these all work in a quick demo. Let me know if this is something you’d like to do and we’ll set it up.
Thanks Tim!