Paste rows from a spreadsheet, or choose a CSV file. A header row is required; columns are matched by name, so Date, Company, Contact, Action, Outcome and Notes are all found automatically under most spellings. Nothing is written until you have seen the preview, and re-importing a corrected sheet updates the same rows rather than doubling them.

These are the choices in the Outcome dropdown. Rename one and every activity already using it comes with it. Retiring one hides it from the dropdown but leaves it on the activities that already have it, so nothing in your history is rewritten. Reached marks the outcomes that mean you got hold of a person — those drive the Conversations tile and the outlined chips in the By-lead view.

New outcome Counts as reaching a person Add