Prospecting CSV columns:
Required: name
Business: phone, email, address, notes, website, revenue, industry, employees
Contact: contact, title (multiple rows per business create separate contacts)
Status: status (Followup, No Answer, Interested, Not Interested, FTA Scheduled)
Dates: date_visited, followup_date
Other: lead_temperature, activity_type, map_url, mcc, sub_industry

Pipeline CSV: merchant, sar, status, deal_type, notes, date
Duplicate businesses are merged — new contacts and notes are appended, empty fields are filled in.

Are you sure you want to delete this FTA?

It will be moved to deleted FTAs and can be restored later.