Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Compile prospect details and explain each lead's outreach rank.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
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 researched prospects to outreach and mark rows needing review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Trace company handles to official websites and flag weak matches.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
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.