Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Mark prior outreach on imported prospects before the next touch.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Show first contact and follow-ups for leads in your pipeline.
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.
Flag bounced introductions before reaching out to prospects again.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.