Download the latest copy from OneDrive, then select it here. The file is read locally in your browser and is not changed. In this workbook, Date means the first appointment date except for Angi/HomeAdvisor rows, where it means the original lead date.
2Review before importing
Each lead number is a separate inquiry, even when the homeowner or address is the same. Exact lead-number matches safely repair the First, Spouse, and Last name fields from columns D, E, and F. Contact details are used only to suggest a match to a manually entered lead that has no lead number.
0EXACT MATCHES
0LIKELY MATCHES
0NEW TO MISSION CONTROL
0NEEDS REVIEW
0MISSING FROM EXCEL
3Add Bauer Roofing Operations leads to Leads.xlsx
These are recent Bauer Roofing Operations leads not found in the workbook. Select the ones in your paper stack. The tool assigns the workbook's existing reserved lead numbers and creates paste-ready rows.