How 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 Added
• Initial Contact

Teaser

• Teaser Sent

NDA

• Teaser and NDA Sent
• NDA Sent
• NDA Received
• NDA Signed
• Counter Signed NDA Sent

CIM

• CIM Sent
• CIM and IOI Process Letter Sent

Bids

• IOI Process Letter Sent
• IOI Bid Received
• Revised Bid Received
• LOI Process Letter Sent
• LOI Bid Received

Management Meetings

• Management Presentation

VDR

• Added to VDR

Other

• Buyer Contact
• Declined
• Removed
• On Hold

To add activities to a project,

• Add activities in bulk
• Add one activity to one company
• Download 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.