Megademy CRMStatus breakdown
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Choose source📄
CSV file
Upload spreadsheet📊
Google Sheet
Copy & paste data🌐
Website / URL
AI extracts fields📋
Paste text
AI extracts fields📁
Drop CSV here or click to browse
Columns auto-matched to CRM fieldsDuplicate records
Flagged during import: same Company Name or Reg. No. as an existing entry.
Hi! I'm your CRM assistant. Ask me about your pipeline, request a pitch email, or ask about any company.
🏷 Status types
Drag to reorder.
🎨 Pill colours
🏷️ Title Maintenance
Rename the company field titles shown across all pages (table, forms, filters, export). Leave blank to use the default. Screen & CSV-export titles follow these; backups always use fixed internal names.
😴 Inactive List statuses
Own status set for the Inactive List. Drag to reorder — the first one is the status a company gets when moved to Inactive.
⏱️ Overdue alert rule
Each status has its own limit. A company on the Main List gets a red Overdue button once it has sat in its current status this long without a status change; click the button to move it to the Inactive List — nothing moves automatically. Leave a status blank to switch its alert off. New statuses default to 21 days.
🏢 Industry types
Add or rename. Cannot be deleted.
👤 User Management
Add users and manage their permissions.
🔐 Roles & Permissions
Manage each user's feature access.
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| Company | Contact | Previous status | Inactive status | Moved date | Days inactive | Actions |
|---|
| Date & time | Company | Direction | Executed by | Prev → New status | Reason |
|---|