BAFA Client Pipeline

Import Companies from CSV

Upload a CSV to add prospects in bulk. Required columns: name, primary_sector, size, hq_location, description. Optional: secondary_sector, bay_area, website, suggested_service, service_rationale, contact_role, outreach_draft, score_access, score_openness, score_tmt, score_need, score_fit. Rows with a name that already exists are skipped. Download the current export to see the exact column layout.