Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Track each week's prospect count against the team's target.
Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.
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.