CRM - VitalEdgeOS

Total Prospects

Conversion Rate

--%

Pipeline Value

$--

Active prospects

Closed Revenue

$--

Follow-ups Due

Today & overdue

--All

--New

--Contacted

--Meeting

--Proposal

--Won

--Lost

Prospect	Contact	Stage	Follow-up	Est. Value	Added	Actions

--

Contact Information

Phone

Referral Source

Est. Deal Value

Next Follow-up

Added

Notes

Activity Timeline

Upload

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Drop your CSV here or click to browse

Supports .csv files up to 5,000 rows

CSV columns are mapped in the next step. Supported fields: name, email, phone, status, referral source, deal value, notes, follow-up date.

Match your CSV columns to CRM fields. Auto-detected mappings are shown — adjust as needed.

CSV Column	Sample Data	Maps To

Prospects Imported

Skipped (duplicates)

Invalid rows

Errors