Confirm waitlist signups, record verification status. Every one is ready to run, and you can adjust it in plain language.
Flag stale prospect rows without removing their history.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Clean emailed lead sheets and upload only qualified new prospects.
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.
Deduplicate campaign leads and note ownership questions.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Check new inquiry emails and flag repeats in the lead tracker.
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.
Update prospect records and flag conflicting LinkedIn links.
Get a research CSV of your LinkedIn prospects, with available CRM details filled in and unclear matches flagged for review.
Standardize prospect list columns before sales reviews.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.
Flag missing permission and duplicate leads for review.
Your callers get a current consumer lead list with reasons to call. You choose the audience and what matters most.