Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Turn saved prospect searches into ranked lists for outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Keep phone leads and follow-up status in the lead sheet.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
Keep the team's outreach list current with new prospects.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Add qualified prospects to outreach and flag contacts needing rep review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Put qualified new prospects on the team's shared outreach list.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
Add verified social handles and post clues to prospect lists.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
Add qualified prospects to the team's outreach register.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Turn a manager's email into a lead list ready for outreach.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Share one campaign lead list with fit notes for outreach.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Get new contacts ready for follow-up with duplicate entries skipped.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Prepare consented advice leads for follow-up in priority order.
Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.
Build territory prospect lists from screened local businesses.
Get a local business lead list with addresses and source links, screened for industry fit and repeat listings before your outreach.