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Growth Dashboard
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All Projects Pipeline
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Stage
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New lead to the pipeline
Name *
Phone
Email
Project *
Stage
Lead
Qualified
Site Visit
Negotiation
Closed
Investor Type
HNI
UHNI
Source
Select source
Referral
Direct
Event
Digital
Broker
Ticket Size (Cr)
Follow-up Date
Notes
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Import Prospects from CSV
Bulk add prospects via spreadsheet
Default Project
CSV Data *
Accepted columns:
name (required), email, phone, company, project_interest, source, stage, notes, next_followup_at
Stages:
lead, qualified, site_visit, negotiation, closed
Duplicates:
Skipped if email already exists
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Stage History
Activity
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Name *
Phone
Email
Project
Stage
Lead
Qualified
Site Visit
Negotiation
Closed
Investor Type
HNI
UHNI
Source
Select source
Referral
Direct
Event
Digital
Broker
Ticket Size (Cr)
Follow-up Date
Notes
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