1040 Client Intake
Clients:
0
With Notes:
0
Ready:
0
Pod 4
Google Sheet:
Sync Sheet
Drop Excel file here or click to upload
Accepts .xlsx, .xls, .csv — columns: Client Name | Slack Notes | Canopy Notes | What is Needed | Notes | Stage | Priority
Download Template (.xlsx)
Expected columns:
Client Name
Slack Notes
Canopy Notes
What is Needed
Notes
Stage
Priority
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Export JSON
Import JSON
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