Leads Management#

Adding Custom Fields#

Outreach™ allows you to tailor your CRM by adding custom fields to your lead profiles:

• Go to the lead creation or edit modal.
• Define a field key (e.g., "Company_Size").
• Enter the value for that specific lead.
• Custom fields are preserved during imports if mapped correctly.

Technical Issue Tags & Categories#

Organize your leads more effectively by assigning specific categories and technical issue tags:

• Lead Categories: Group leads by industry, priority, or source (e.g., "Software", "Education", "Hot Lead").
• Technical Issue Tags: Track specific technical challenges or requirements associated with a lead to better prepare for follow-ups.
• Both fields support custom entries via a smart autocomplete system that remembers your previous inputs.

Contact Channels#

Maintain a history of your interactions using various contact channels:

• Meeting: Log the details and summaries of face-to-face or virtual consultations.
• Note: Log important snippets of information or internal reminders.
• Other Channels: Standard channels like Phone and Email are also available.
• Last Contact Tracking: Every lead profile displays the date and specific channel (e.g., Email, Meeting) of your last interaction, helping you stay on top of follow-ups.

Bulk Actions & Quick Updates#

Save time by updating multiple leads at once or using quick status markers:

• Bulk Mode: Toggle bulk mode to select multiple leads from the list. Once selected, you can update their status (e.g., mark all as "Converted") or delete them in one go.
• Quick Status Updates: On the dashboard and lead list, use the quick action icons to instantly mark a lead as "Sent" or "Replied" without opening the full detail modal.
• Advanced Filtering: Use the filter panel to narrow down your lead list by category, status, priority, or technical tags before performing bulk actions.
• Database Cleanup: Use the cleanup tool to remove inactive leads and their associated activity logs in bulk, keeping your workspace fast and focused.

Contact Tracking#

Track every interaction across multiple channels:

• Channels: Record interactions via Phone, Email, WhatsApp, SMS, LinkedIn, Meeting, or Note.
• Last Contact: The system automatically tracks the date and channel of your last interaction to help you prioritize follow-ups.

Interaction History & Data Export#

Keep track of every touchpoint and take your data with you:

• Lead History: Access a comprehensive timeline of all activities and status changes. You can also add Quick Notes directly from the timeline to log interactions without leaving the detail view.
• CSV Export: Need to work with your data in Excel or another tool? Use the "Export to CSV" feature to download your filtered lead list instantly.

Trash Bin & Recovery#

Don't worry about accidental deletions. Outreach™ includes a safety net for your data:

• Soft Delete: When you delete a lead, it is moved to the Trash Bin instead of being permanently erased.
• Restore Leads: You can browse the Trash Bin and restore any lead (and its entire history) back to your active list at any time.