Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Approve quotes within allowed rates or request corrections.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
Keep the team's prospect list focused on new, qualified people.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.