Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Keep outreach entries within target rules and surface sheet exceptions.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Keep campaign imports aligned with the team's lead rules.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
Show which new prospects were added or rejected, with reasons.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Track shared list access and exceptions from campaign requests.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Keep prospect entry results and review needs visible to the team.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.