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Create prospect list and share results to channel

Your people search requests buried in chat threads slow prospecting and donor outreach. Share a structured people-search spreadsheet with coordinators for same-day outreach.

Create prospect list and share results to channel

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Overview

When staff request prospect lists in chat, answers often get delayed and outreach stalls; this flow turns a single chat request into a vetted, shared spreadsheet and a logged search. You get a usable contact list posted back to the thread within minutes so coordinators and fundraisers can start outreach the same day.

Create prospect list and share results to channel