This article will give you an overview of the different outreach statuses in leads and contacts in our business development module.
Target accounts
Target accounts are interesting companies that fits your target audience.
Here you find an overview of all the statuses a target account can have to help you track your progress.
Status | Action |
Researching | When you select a new lead, uman automatically starts researching the account and extracting opportunities. |
Ready to contact | Your account is ready to engage with. You can see the overview of the account with the potential opportunities that have been found. |
Contacting | You start to get in contact with your stakeholder. This status will change when you clicked on 'reach out'. |
Meeting booked | You can manually select this status to indicate that a first meeting was booked with this target account |
Disqualified | You can manually select this status to indicate that this account is not qualified to do business with based on your research or interactions |
Contacts
Contacts are people/stakeholders of the target accounts. There are multiple statuses that a contact can have throughout the outreach phase.
Here you can see the outreach status in the "my contacts" tab of the business development module.
In the contact detail view where you can work on your outreach activities, you can mark a contact as disqualified, or snooze the contact under the "Archive" button. You can also confirm a booked meeting which will set the contact status to "Meeting booked"
Here you find an overview of all the statuses a contact can have to help you track your progress.
Status | Action |
Preparing | Once you hit ‘Reach out’, uman automatically begins gathering stakeholder insights and generates outreach assets. |
Contacting | Your stakeholders insights are ready. You can see the overview of the stakeholder. |
Meeting booked | You can set this status to track with which contacts you have booked a meeting |
Disqualified | You can set this status under the archive button in the contact detail view to indicate that this contact is not qualified to do business with based on your research or the interactions you've had. |
Snoozed | You can set this status under the archive button in the contact detail view to pauze the outreach on this contact without disqualifying the contact altogether. |