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Support guides built around the same lead handoff model.

Use these articles when you are setting up imports, refining the brief, or documenting how research gets handed to sales.

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Exporting lead packs to CSV and XLSX

How exports are structured, what fields are included, and how to keep evidence columns intact downstream.

Export guide3 sections
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Writing a better research brief

A quick reference for defining company fit, role targeting, signal triggers, and exclusions.

Brief guide3 sections
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