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.
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.
Keep unverified and duplicate contacts out of the outreach register.
Your outreach list gets qualified new contacts, with duplicates and failed checks flagged in the prospect table.
Review import counts and conflicts before the team uses partner leads.
Your outreach register gets qualified partner prospects, and you get a clear summary of contacts skipped or held for review.