Add Lead

Schemas

contacts/companies.csv

company_id,name,website,linkedin_url,type,industry,geo,size,description,created_date,last_updated

• type: company, enterprise, ngo, individual
• size: small, medium, enterprise, individual

contacts/people.csv

person_id,first_name,last_name,email,phone,linkedin_url,company_id,role,notes,created_date,last_updated

relationships/clients.csv

client_id,company_id,product_id,status,contract_start,contract_end,mrr,currency,primary_contact_id,notes,created_date,last_updated

• status: active, paused, churned

relationships/partners.csv

partner_id,company_id,product_id,partnership_type,status,since,primary_contact_id,revenue_share,notes,created_date,last_updated

• partnership_type: training_partner, workforce_partner, reseller_agreement, referral_partner

relationships/leads.csv

lead_id,company_id,product_id,stage,source,source_direction,source_detail,priority,primary_contact_id,estimated_value,currency,next_action,next_action_date,notes,created_date,last_updated,last_contact_via_primary

• stage: new, qualified, proposal, negotiation, won, lost
• source: google, website, facebook, linkedin, email, telegram, referral, direct, event, calendly, research
• source_direction: inbound, outbound
• source_detail: (optional) campaign name, referrer, post URL, etc.

How to add

1. New company

import pandas as pd
from datetime import date

df = pd.read_csv('$CRM_PATH/contacts/companies.csv')

# Check for duplicate
if 'example.com' in df['website'].values:
    print("Company already exists!")