Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.
Pull territory leads into a source-linked sales list.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Sort saved buyer contacts into lists for product sales campaigns.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Export checked production rows for monthly plant reports.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.