Inspect discovered leads
Begin with the relevant records and activity in this workspace.
Review the fit before reaching out.
Assess discovered prospects before bringing them into your sales process.
Lead review
A clearer way to work.
Assess discovered prospects before bringing them into your sales process. This part of Aorta keeps the relevant information accessible as your team moves through the wider workflow.
Review prospect details
Review the details before deciding what to do next.
Prepare suitable contacts for outreach
Keep the next action connected to the rest of your team’s work.
Part of a connected platform.
Lead review sits alongside Aorta’s sales, communication and delivery tools. Explore related workspaces below to see how the wider platform fits together.
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The next piece of your workflow.
Lead generation
Lead generation
Bring prospect discovery into the same workspace as your outreach and CRM.
Explore feature Lead generationDiscovery sessions
Review lead discovery sessions and return to previous research without starting again.
Explore feature Lead generationLead generation connections
Manage the provider connections used by your lead generation workflow.
Explore feature