Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Keep ad inquiries linked to the right lead when the match is clear.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Send approved deal agreements for signature and log the invite for sellers.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Keep qualified lead handoffs from creating duplicate sales records.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Keep new prospect records complete for sales outreach.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.