Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Move eligible prospects into the outreach register and flag contact gaps.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Keep the contact register clear of duplicates and rejected leads.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.