Outreach in uman helps you run consistent follow-up with prospects and customers, without losing flexibility. You do this using campaigns: a scheduled set of steps (messages, emails, calls, reminders) with timing and ordering built in.
👤 How contacts enter outreach
Contacts appear in outreach when you accept an opportunity signal and push its stakeholders, each enrolled in a campaign.
🚦 Contact statuses in outreach
Status | What it means |
Preparing | uman is gathering stakeholder insights and generating draft outreach content. |
Contacting | Everything is ready and you can start running outreach activities. |
Meeting booked | A meeting is scheduled with this contact. |
Disqualified | This contact isn't a fit. |
Snoozed | Outreach to this contact is temporarily paused, without disqualifying. |
📋 Managing outreach tasks
On the homepage, the Outreach card shows your outreach tasks for today: Calls, Emails, and LinkedIn messages, with an All tab that combines them.
⚙️ Outreach actions
Disqualify - disqualify a contact, an opportunity, or the entire account (depending on the situation).
Reactivate - bring a disqualified contact back into outreach.
Snooze - temporarily stop outreach.
Remove - remove a contact from outreach.
🛠️ Campaign configuration
Campaigns are configured in Settings > Outreach > Campaigns. A default campaign is provided; you can activate it, duplicate it, or create your own, and see per campaign how many contacts are enrolled and how many meetings it booked.