Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Keep potential client contacts current for outreach.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Add qualified company contacts to outreach and flag uncertain matches.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Surface recent company posts to guide prospect outreach.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
Add qualified company contacts to the new business outreach list.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Build a prospect list around the requested territory and fit.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Share a screened prospect list with the outreach team.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Build a local target list by industry and territory.
Get a local business lead list with addresses and source links, screened for industry fit and repeat listings before your outreach.
Review current prospect lists with incomplete leads flagged.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.