Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Flag off-sheet quote prices with the approved rates to use.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.
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.