Follow campaigns and record replies

Follow a campaign

1. 1

   Open Outreach

   Open More, then Outreach. The stage rail groups owners as Lead, First contact, Follow-up, Final attempt, Replied and Cold.

2. 2

   Read the status

   Each row shows where the owner is in the sequence and a status chip, such as a letter overdue, a reply received or an address that needs fixing.

3. 3

   Open a recipient

   Select a row for the sequence and timeline. Choose "Send next letter now", "Pause" or "Swap letter".

4. 4

   Record a reply

   Select "Record reply", choose the channel (Email, Phone call, QR scan, In person or Other), add notes and save. The owner moves to Replied.

5. 5

   Act on a reply

   For a replied owner, select "Call owner" or "Add to deal pipeline".

6. 6

   Handle several at once

   Tick rows to "Download PDF" or "Archive" them together.

Common questions