Sales Pipeline — EVO TrustGuard

Add lead

Company name *

Owner name Owner title

City State

Phone Email

Website

Source License #

Stage Channel

Next action Follow-up date

Import leads from CSV

Columns (case-insensitive, only company_name required): company_name, owner_name, owner_title, city, state, phone, email, website, source, license_number, channel. Unknown columns are ignored. Duplicates (same company + email or phone) are skipped.

Choose a .csv file

…or paste CSV text:

Outreach settings

Used to pre-fill the Email action. [First Name] and [Company] are substituted per lead; the booking link is appended.

Email template Booking link (https://…)

The cold-call script below is shown in the Call console when you tap Call on any lead. One global script — line breaks are preserved.

Call script