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CRM portal

Scouts, tenant prospects, and public funnel leads linked by email after diagnostics.

Prospects
Tenant pipeline & qualification

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Open prospects
Scout runs
Imports & web scout batches

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Manage scouts
Linked funnel leads
Diagnostic funnel ↔ your prospects

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Manage leads
Campaigns
Active or paused sequences

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Open campaigns
Reports
Print, PDF, or Excel export for the full CRM snapshot
Open reports