ConcannonOS - Pipeline & Directory

Upload a CSV file with your leads. Download template to get started.

Expected columns:

company_name, contact_name, email, phone, source, stage, deal_value

company_name — required
stage — defaults to prospect if blank. Valid values: prospect, proposal_sent, negotiation, won, lost
source — defaults to csv_import if blank
deal_value — numeric, e.g. 25000
Rows with duplicate emails are skipped

CSV File