Editable grid, pipeline view when a Status column exists, search across all sheets, CSV export, undo last edit, and stable row keys so your edits keep tracking the same company after a workbook re-import.
Layers: import from Excel → JSON. Your edits, new rows, removals, activity notes, and contacts live in local storage. Backup my CRM data downloads that layer. Closing the tab may prompt you if there are unsaved changes—local storage saves on each edit, but backup files are still your safety net for a new PC or cleared browser.
View:
Refresh the import from Excel
Re-import updates _crm_id order but keeps matching _crm_key (sheet + company + facility) so browser data follows the same accounts when possible. On the Leads sheet, duplicate rows with the same company and facility are removed (first row kept).