Verified Contact Records

LeadIQ looks up a prospect's work email and phone number and checks them against known data before handing them over. A Beam agent reads a new contact captured in LeadIQ, checks it against records already in the CRM to avoid a duplicate, and adds the new prospect with their verified details attached. Contacts that already exist get a note added instead of a fresh record. Where the verification comes back partial, such as an email marked unconfirmed, the agent leaves the contact for a person to check before it goes into an outreach sequence.

Prospect List Building

A rep can put together a list of prospects in LeadIQ that fit a role, company size, or industry the team is targeting. A Beam agent checks a newly built list against accounts already being worked, removes prospects who are already customers or in an active deal, and adds the remainder to the outreach tool the team uses. Lists that mix qualified and unqualified prospects in ways the rule cannot sort get left whole for a person to prune, since a wrong exclusion could drop a real opportunity from the list.

Outreach Sequence Handoff

Once a prospect list is ready, LeadIQ can pass contacts straight into an outreach or CRM tool rather than requiring a manual export. A Beam agent takes a list marked ready by a rep, checks each contact has the fields an outreach sequence needs, such as a name and verified email, and adds complete ones to the sequence. Contacts missing a required field are set aside rather than sent through with gaps. A person looks over the set-aside contacts and fills in what is missing before deciding whether to add them.