Business development training manuals. Internal use only — please don't share outside the team.

Paste rows straight from Excel or Google Sheets, or choose a CSV file. .xlsx workbooks cannot be read — copy the rows and paste them below instead, or save the sheet as CSV first. Column headings are matched automatically. GoHighLevel opportunity exports are recognised too — Lead Value is imported as Estimated Fee, GHL stages are mapped to Lead Desk statuses, Year End is preserved, and technical-call dates are carried across. Apollo contact exports are also recognised automatically — Company Name, First/Last Name, direct/mobile phone, Website, Industry, Fixed assets and Year end are mapped without renaming columns.

Screening is cached per normalised telephone number. TPS freshness applies only while a lead is exactly New. Progressed opportunities are not automatically re-screened and retain their historic TPS badge/audit. Apollo and Endole imports can be accepted as externally screened. Provider failures are never treated as Clear.

Adobe emails forwarded from admin@ are matched by the [LD-number] in the agreement name, which LeadDesk now adds to every engagement letter file name. Without a reference, LeadDesk matches on the signer’s email or the company name, and only moves a lead when exactly one fits. LOE sent moves it to Letter Sent; LOE signed moves it from Letter Sent to Onboarding. Anything unclear is listed here for a person, with the likeliest lead suggested.

Every field is required (only the R&D maximum fee is optional); anything missing is highlighted in red. Changes here apply to this letter only — the fee and the signatory's position are also saved back to the lead.

After sending in Gmail, confirm below to record one chaser. LeadDesk cannot check whether Gmail sent it.

What did you chase? (optional)