SALES LEAD: More flexible Lead Pipeline Imports

Summary:

Enhance the flexibility of Lead Pipeline imports by introducing a system that allows for both required and optional fields, enabling the creation of comprehensive client objects alongside lead data. Additionally, propose a tool for generating customizable CSV templates, simplifying the import process.

Intended Outcomes:

• Users can import leads with essential information while also having the option to include additional details to create richer client profiles.

• Streamlined lead import process tailored to user-specific needs, reducing clutter and focusing on relevant data.

• Enhanced integration with the "Create Lead" form action, offering a direct path for matching collected data with CRM fields.