Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Build a ranked list of prospects for IT service outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Update prospects' roles before service sales follow-up.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Add qualified client contacts to outreach and flag duplicate entries.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Check target-company profiles for IT services outreach.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
Qualify prospective client contacts before the IT sales team reaches out.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Import response data into the team's spreadsheet and list entries needing fixes.
Your Google Sheets table gains valid entries from new JSON responses, with rejected entries listed for review.