Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Import eligible sheet contacts and show which rows need sales review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Keep the outreach register current as new spreadsheet leads arrive.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.