Guide

Keep one source of truth, not two.

Chas Frederick

Keep one source of truth, not two.

What the platform finds should land where your team already works — not create a parallel list someone has to reconcile into the CRM by hand.
Here’s how:

  • Push qualified companies straight to your CRM instead of exporting a spreadsheet
  • Use collections to stage and share before anything gets pushed
  • Rely on the CRM record as the single up-to-date view, not a copy that drifts

Want me to also flag, next to each one, which specific underused feature it should link out to — so this could double as placement guidance for wherever it lives (in-app tooltip, email nudge, help centre)?

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