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Find new openings at watched employers for prospecting.
Your account owners see relevant openings at watched employers, with links and fit notes, while uncertain matches carry a review flag.
Send approved proposals for new business before bids close.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
Advance unanswered prospect threads with a timely question or next step.
Keep sales follow-up emails moving on the dates you choose. See the exact text sent or why a prospect thread needs your attention.
Track first prospect emails and remind owners which leads need a reply.
Your lead status reflects first outreach, and you get a short list of leads awaiting your personal reply.
Send approved new business proposals from the sales mailbox.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send signed-off client agreements to their named signers.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Move clean prospect contacts into the sales tracker for outreach.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Add qualified prospects to the CRM with a reason to make contact.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Prepare new prospect campaigns with drafts based on stated needs.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Move qualified client prospects into outreach without duplicate entries.
Your outreach list gets qualified new contacts, with duplicates and failed checks flagged in the prospect table.
Add ad respondents who match target companies and roles to outreach.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
Verify new prospect emails before first contact.
See which new contact emails are usable for outreach. Review uncertain addresses and duplicates before anyone sends a message.