Tracking Outreach

Log your contact attempts to track your follow-up activity.

What is an Outreach?

An Outreach (or Contact Attempt) is any time you try to reach out to a contact:

• Phone call
• Text message
• Email
• Social media message
• In-person conversation

Recording an Outreach

From the Contact List

1. Find the contact in your list
2. Click the Actions menu (⋮)
3. Select Add Outreach
4. Fill in the details
5. Click Save

From the Contact Detail Page

1. Open the contact
2. Go to the Outreach tab
3. Click New Outreach
4. Fill in the details
5. Click Save

Outreach Fields

Field	Description	Required
Method	How you contacted them	Yes
Date & Time	When you made the attempt	Yes
Status	Result of the attempt	Yes
Reaction	Their response	No
Notes	Additional details	No

Method Options

Method	Use When
Phone Call	You called them
SMS/Text	Sent a text message
Email	Sent an email
Social Media	Messaged on Facebook, Instagram, etc.
In Person	Spoke face-to-face

Status Options

Status	Meaning
Successful	You reached them and had a conversation
No Answer	They didn't pick up or respond
Busy	They were busy, call back later
No Interest	They declined or showed no interest
Scheduled	You scheduled a follow-up

Viewing Outreach History

All outreach attempts are logged and visible:

• On the contact's detail page
• In the Activities feed
• In the Planner view

Tips for Effective Outreach Tracking

Best Practices

1. Log immediately - Record attempts right after you make them
2. Be specific - Add notes about what was discussed
3. Set follow-ups - When scheduling, add the next attempt date
4. Track all methods - Every contact attempt matters

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Next: Managing Meetings