Record whether a lead received its first email and still needs personal follow-up.
Show when prospective consulting clients first hear from sales.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
Show which prospective clients received a consultant's first email.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.