This article will give you an overview of the different outreach statuses in leads and contacts in our business development module.
Leads
Leads are interesting companies that fits your target audience.
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'. |
Contacts
Contacts are people/stakeholders of the companies that fits your target audience.
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. |