Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
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.
Send approved partnership agreements to their signers.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
Prepare new business leads for outreach with tailored drafts.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Screen trade show contacts for company fit before outreach.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Keep sourced prospects ready for new client outreach.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.