
Capital Management
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.
Log upload, update tags in Master Sheet, clear Export sheet.
Upload processed leads directly to Streak CRM (ALL PROSPECTS pipeline).
Track skip tracing progress.
Track all lead uploads.
Manage users and permissions.