InformationBodyHow do I add and edit activities? Activities help Outreach users track and record interactions with companies. Activities are grouped into stages and are able to be renamed and hidden in Outreach Settings. In addition to the default activities listed below there are 15 customizable activities. The default activities by stage are:Outreach Buyer AddedInitial Contact Teaser Teaser Sent NDA Teaser and NDA SentNDA SentNDA ReceivedNDA SignedCounter Signed NDA Sent CIM CIM SentCIM and IOI Process Letter Sent Bids IOI Process Letter SentIOI Bid ReceivedRevised Bid ReceivedLOI Process Letter SentLOI Bid Received Management Meetings Management Presentation VDR Added to VDR Other Buyer ContactDeclinedRemovedOn Hold To add activities to a project, Add activities in bulk Add one activity to one companyDownload email drafts (see Outbound Email)Associate activities with forwarded emails (see Inbound Email) To add one activity to one company: 1 Navigate to the project's Tracker tab. 2 Select + Activity within the row of the desired company to open the 'Add New Activity' panel Another way to open this panel is to select the blue company name in the grid, and then click + Add Buyer Activity 3 Amend the panel information as needed. Date, Time, and Activity Type are required fields. Some activity types like Declined, or activities in the NDA and Bids stages have additional required fields 4 Choose Save.To edit and delete activities: 1 Within a project's Tracker tab, click on the arrow to the left of the company name to display its activities. 2 Select the pencil icon within the same row of an activity to display 'Edit Buyer Activity'. 3 Amend the information as needed. Date, Time, and Activity Type are required fields. Some activity types like Declined, or activities in the NDA and Bids stages have additional required fields 4 Choose Cancel, Delete Buyer Activity, or Save.or: 1 Within a project's Tracker tab, click on a company name to display its activities. 2 Select the pencil icon within the same row of an activity to display 'Edit Buyer Activity'. 3 Amend the information as needed. Date, Time, and Activity Type are required fields. Some activity types like Declined, or activities in the NDA and Bids stages have additional required fields 4 Choose Cancel, Delete Buyer Activity, or Save. TitleActivitiesURL NameDS1M-Activities
SummaryThis article provides guidance on adding and editing activities in Outreach. It includes a detailed explanation of how activities help users track and record interactions with companies.more info