Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Screen potential client contacts before new business 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.
Turn promising profiles into sourced contacts for client outreach.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.