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Send personalized prospect emails from an approved draft.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved prospect batches without emailing opted-out contacts.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved prospect emails and flag contacts that need fixes.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved prospect emails and avoid duplicate outreach.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send approved prospect emails and identify skipped contacts.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Keep outreach prospects current as their roles or companies change.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Deliver a territory lead list with links to source records.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Answer outreach replies and hand over prospects ready to meet.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
See campaign leads with suggested owners and next steps.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Send approved prospects a first email while their interest is fresh.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Call interested prospects back and capture what they want to do next.
See what happened with requested sales follow-up calls: the prospect's answer or a reason the call did not happen, plus a task for your next step.
Find local businesses that match the target industry before outreach.
Get a local business lead list with addresses and source links, screened for industry fit and repeat listings before your outreach.