Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
Put the deal's proposal PDFs into one account folder packet.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Prepare new contacts for sales follow-up from ready prospect batches.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.