Shared online database with login. Delete is restricted to Admin (enforced by Supabase RLS). CSV Import supports dedupe + UPSERT by email.
Login
Add Customer
Role: ?
Core
Company Name *
Position
Contact First Name
Contact Second Name
Email
Phone
Address
Address 1
City/Town
County
Post Code
Marketing & Qualification
Customer / Prospect
Lead Source
Status
C or P Grade
C or P Type
Contact Timing
Last Contacted
Next Follow-up
Category / Calendar Dates
2022 Cat Date
2023 Cat Date
2024 Cat Date
2025 Cat Date
2026 Cal Date
Notes
CSV Import (Admin)
Upload a CSV. Import will dedupe and upsert by email (case-insensitive). Rows without email will be inserted as new.
Dates accepted: YYYY-MM-DD or DD/MM/YYYY.
Preview (first 10 rows)
Your CSV headers can be like City/Town, customer/prospect, 2024_cat_date, etc.