Team updates
Team assignments, follow-ups and report feedback appear here. Manage phone alerts in the iPhone app.
Customer directory
Keep customer and contact details together. You can add a customer before your first meeting.
Review your customer list
Upload a customer list, then review the rows before saving. Previewing a file does not change your customers.
File format and limits
Choose a CSV spreadsheet with columns company,contact,email,phone,address,notes. Only company is required. Contact details apply to the named contact, or to the customer when no contact is named. Use up to 200 rows and a file smaller than 64 KB.
| Company / contact | Matches to review | Action |
|---|
Choose a plan or follow-up
Choose a plan or follow-up, then set its time and reminder. Open the downloaded calendar file and confirm Save in your calendar app. This creates a separate calendar copy; later MaddyMade changes do not automatically update it.
Choose a saved spreadsheet
Choose a saved report and enter the recipient. You will review both before sending. The saved spreadsheet stays unchanged. “Accepted” means the email service has the message; “Delivered” means the receiving mail server confirmed delivery.
Loading saved spreadsheets…