Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Get a ranked prospect spreadsheet from an emailed search link.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Add qualified contacts to the outreach register and flag exceptions.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Bring new target contacts into the team's outreach list.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Prepare new territory accounts with current customers removed.
Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.
Build a fresh prospect list for the assigned territory.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
Find sourced contacts to approach in a chosen market.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
Add checked company activity clues to prospect lists.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
Find qualified contacts in the register for prospect outreach.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Find qualified contacts at named accounts for review before outreach.
Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.
Draft a prospect email tailored to the contact's role and company priorities.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
Open one shared lead list with context for each prospect.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Send a daily shortlist of fresh accounts worth researching.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.