Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.
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.
Resolve repeat leads before sending the manager a CSV.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Deduplicate campaign leads and note ownership questions.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Standardize prospect list columns before sales reviews.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.
Flag missing permission and duplicate leads for review.
Your callers get a current consumer lead list with reasons to call. You choose the audience and what matters most.