✨ All edits auto-saved. Includes Proposal Sent Date, Response Date, and Follow-up Tracking.
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Add New Industry Lead
Add New Institution
⚠️ Confirm Deletion
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📊 Google Sheets Sharing & Collaboration Guide
Option 1: 1-Click Clipboard Paste (Fastest)
Click "📋 Copy for Google Sheets" on the top toolbar. Open your Google Sheet and press Ctrl + V (or Cmd + V). Columns, headings, numbers, dates, proposal dates, and response dates will format automatically into spreadsheet cells!
Option 2: Import .XLSX into Google Drive
Click "↓ Export .xlsx" to download the complete multi-tab workbook.
Go to Google Drive -> New -> File Upload -> Select the exported file.
Double click the uploaded file and select "Open with Google Sheets".
Click Share in top right to collaborate live with your coworkers!
Option 3: Syncing edits back to Dashboard
When coworkers make updates in Google Sheets, download the sheet as an Excel file (File -> Download -> Microsoft Excel .xlsx) and click "↑ Import .xlsx" in this dashboard to sync all edits instantly!
💬 Smart Outreach & Follow-up Generator
💡 Auto-populated with account contact name, product scope, and proposal dates.