Add qualified prospect contacts with validated contact details to an outreach register.
Check contact sheets against sales criteria and prevent repeat entries.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Check new leads and add qualified contacts to the outreach register.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Check scanned cards and keep duplicate prospects out of outreach.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.