Find matched prospects, verify emails, send first outreach. 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.
Link screened lead lists to territory requests for sales teams.
Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.
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 outreach contact details current and route disputed changes.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.