Elevation Capital HEAI CRM - Database Version

Contact Name *

Phone Number

Email Address

Property Address

Lead Source

Pipeline Stage

Preapproval Amount

Referral Company

Expected Funding Month

Key Notes

📋 CSV Format Required:

Your CSV must have these column headers (in any order):


                        contact_name, phone_number, email, address, lead_source, stage, preapproval_amount, lender_name, expected_funding_month, key_notes

Note: Only contact_name is required. All other fields are optional.

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