Load new records, update changed rows, export CSVs. Every one is ready to run, and you can adjust it in plain language.
Reconcile saved lead lists and flag stale or repeat rows.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Apply prospect criteria and log each intake decision for the sales team.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Organize saved leads into a deduplicated team list.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Check prospect batches and add usable contacts to the sales tracker.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Standardize saved lead lists and flag gaps before handoff.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.