Load new records, update changed rows, export CSVs. 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.
Flag prospect email mismatches and duplicate contacts for review.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
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.
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.