Confirm waitlist signups, record verification status. Every one is ready to run, and you can adjust it in plain language.
Receive the updated lead sheet and a summary of changes.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Turn emailed lead criteria into a prioritized, source-linked CSV.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Turn campaign requests into shared lists with counts and gaps.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Review the team's current lead lists with gaps called out.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.
Give callers a ranked list with reasons to call.
Your callers get a current consumer lead list with reasons to call. You choose the audience and what matters most.