The Outreach module under Sales Manager allows you to review sales outreach activity across contacts, companies, products, campaigns, and communication channels.Go to:Sales Manager → Outreach
The Outreach page displays recorded sales engagement activity.The main activity table includes information such as:
Date — the date the outreach activity occurred.
Channel — the communication method used, such as Email or Call.
Direction — identifies whether the activity is Inbound or Outbound.
Campaign — shows the campaign associated with the outreach activity.
Responsible person — identifies the user responsible for the outreach activity.
Contact name — shows the person associated with the outreach record.
Note: The Outreach table is horizontally scrollable. Slide the table to the left to view additional columns that are outside the visible area.
Select an individual outreach record to open the Outreach Details page and review the complete activity information.After sliding the table to the left, additional columns can include:
Contact name
Company
Email
Phone number
Product
This allows you to review both the outreach activity and the contact information associated with each record.Use Search outreach... to search the displayed outreach records.Select Refresh to retrieve the latest outreach information.
Select Company to filter outreach records by company.Use Search companies... to locate a company, or select one from the available list.Select All companies to remove the company-specific filter.
Select Product to display outreach associated with a particular product.Use Search products... or select one of the available products.Select All products to display records across all products.
Select an individual record from the Outreach table to open the full details of that outreach activity.The Outreach Details page provides additional information about the selected email or call, the associated contact, and the campaign.
For an email outreach activity, the Email sent section displays the email that was sent to the contact.Depending on the outreach record, this can include:
Channel
Campaign
Recipient email address
Subject
Email content
This allows you to review the exact communication associated with the selected outreach activity.
The Contact panel displays information about the person associated with the outreach.Available information can include:
Contact name
Job title
Company
Email address
Phone number
Select View Person Details to open the associated person's profile and review their complete information.Select Company to access the company associated with the contact.
The Outreach panel provides additional information about the activity, including:
Channel
Direction
Responsible person
Campaign
The Responsible person identifies the user responsible for the outreach activity.
Tip: Use the Outreach Details page when you need to review the communication that was sent, identify the associated campaign, check the responsible person, or access the related contact and company information.
To return to the main Outreach page, select Outreach from the breadcrumb at the top of the page.
At the bottom of the Outreach table, you can review the number of displayed records and manage table navigation.Use:
Rows to select how many records are displayed per page.
Prev to move to the previous page.
Next to move to the next page.
The page indicator to identify the current page.
If some columns are outside the visible area, use the horizontal scrollbar and slide the table to the left to access the remaining outreach details.
Tip: When reviewing an outreach record, slide the table horizontally to make sure you have checked both the activity information and the associated contact, company, email, phone number, and product details.
Complete the relevant setup before managing outreach:
1.
Add or synchronize Companies and People.
2.
Confirm contacts have the required email addresses or phone information.
3.
Complete Organisation and Products & Services information.
4.
Configure Brand Guidelines.
5.
Review Administration → Outreach Settings.
6.
Create the required campaign under Sales Manager → Campaigns.
Important: Available outreach activity and options depend on the campaigns, contacts, products, and outreach configuration available in your workspace.
