Hold possible duplicate invoices, link repeat quotes, check purchase forms. 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.
Fill the team's prospecting gaps with leads ready to review.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Build a screened account list before assigning territory prospecting.
Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.
Give the team a shortlist of employers hiring target roles.
Your shared outreach list fills with fresh, relevant job leads and employer details, with possible contacts marked for review.
Show which prospect profiles reps need to review before outreach.
Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.
Show how many usable prospects the team has for the week.
Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.
Prepare territory lead lists for sales reps to review.
Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.
Show the first email or hold reason on each approved lead.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
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.
Turn emailed buyer profiles into ranked prospect lists.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.
Release approved prospect emails and review a dated send ledger.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.