Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Add sourced hiring leads to the shared outreach list.
Your outreach list gains qualified openings from teammates' forwarded posts. Your teammate gets a row link or a clear reason to skip.
Build sourced prospect lists for the team's outreach.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Send approved prospect emails and track which contacts need review.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved prospect emails and avoid duplicate sends.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Email approved prospect lists and mark skipped contacts.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved prospect emails and flag incomplete contact rows.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send approved prospect emails and record each send result.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
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.
Build a sourced lead list for the team's next prospecting push.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Add available job and company details to prospect research sheets.
Your research sheet shows available career details for new LinkedIn links, with clear flags when a profile needs a manual check.
Build a usable prospect list and show which profiles need a rep's review.
Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.
Supply local business prospects for the week's outreach.
Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.