Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.
Reconcile saved prospect lists with one current lead sheet.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Add fit notes to selected prospects for team review.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Link prospect contacts to public profiles when identity clues agree.
You get public profile links when the details line up, plus clear notes on matches that need your review.
Check business categories and websites for a sourced prospect list.
Get a local business lead list with addresses and source links, screened for industry fit and repeat listings before your outreach.
Prepare lead lists with source links and gaps for review.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.
Check professional profiles and flag uncertain matches.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.