Check forms for missing details, return them for correction. 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.
Refresh the lead sheet and send the sales owner a weekly update.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Import eligible sheet contacts and show which rows need sales review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Put verified short links in a list sales reps can copy.
Give your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.
Keep the outreach register current as new spreadsheet leads arrive.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.