Capri
Capital Management
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Capital Management
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Monitor text message delivery success rates.
Transfer and process "Streak Ready (IOS)" leads, then upload to Streak CRM.
Prepare tags for export, then preview lead count and state distribution.
Transfer leads to Export Sheet, then merge and process.
Upload processed leads directly to Streak CRM (ALL PROSPECTS pipeline).
Log upload, update tags in Master Sheet, clear Export sheet.
Track skip tracing progress.
Track all lead uploads.
Paste OSI addresses to check which ones are already in LEADS. Uses geocoding to match even when address formats differ.
One address per line.
Manage users and permissions.