Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Export approved record views without hidden field values.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
Mark doubtful or duplicate contact emails for review.
See which new contact emails are usable for outreach. Review uncertain addresses and duplicates before anyone sends a message.