Hold possible duplicate invoices, link repeat quotes, check purchase forms. 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.
Show pass or review results for the team's incoming leads.
Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.