Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Deliver a clean, ranked lead list to the requesting rep.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Give sales reps a prospect list without repeat or off-target contacts.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
Prepare a clean lead list from the manager's email request.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Combine repeat form entries into one daily lead list.
Your team gets a real estate lead list every evening, with repeat visitors combined and clear follow-up requests at the top.
Combine saved prospects into one list for the sales team.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Clean new lead entries and email contact details to the sales team.
Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.