Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Log ad inquiries with account matches and clear owners for follow-up.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Keep duplicate lead ad contacts out of the outreach register.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.