Outreach CRM
Market to the cohort through organisations: find orgs → align a
ready topic → approach by campaign → follow up → book their space. The
portal drafts and tracks — it never sends. Every compose
gives you copy / a mailto: / an export; you send from Outlook
and the touch is logged here.
Needs follow-up
…Touches whose follow-up date is today or past, and that haven't closed. The nudge that keeps a lead from going cold.
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Campaigns
A campaign is one coordinated push to a list of orgs using a template, over a channel. Open one to compose, fan out to orgs, and track touches.
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