Tracker tab in Outreach

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The Tracker tab is the home of an Outreach project's deal activity. You can navigate in the grid using Tab and arrow keys. To see additional columns, use the horizontal scroll bar.

Personalize your view

Select the menu arrow on the top left of the grid. Choose Buyer Tracker or RaceLong view
- Buyer Tracker: Displays convenient deal details by company
- RaceLong: Displays how companies have progressed along the sequence of activity types
Create a custom tracker by clicking Create Tracker next to the menu arrow
- By default all your available columns are visible, hide columns to simplify your view
- Name your new Tracker view
- Click Done
Make a specific tracker load when opening a project by toggling Make Default
Organize the columns as desired
Combine Search, Filter, and Sorting capabilities to narrow the list you wish to view
Show and hide the metrics stages at the top of the page
- Seven customizable stage name linked to activities. The default stages are:
  - Outreach
  - Teaser
  - NDA
  - CIM
  - Bids
  - Management Meetings
  - VDR
- An Inactive stage to track buyers that declined

Actions

Send bulk emails
Add bulk activities
Export the tracker as you see it on screen
Add companies
On a specific company or contact

Organize Columns

Use Custom Fields as needed
Reorder columns: Click and drag column headers to the left or right
Resize columns: Select the divider between two column headers and drag to the left or right
Show and hide columns:

1 Select 'Columns' on the right to open the columns panel. The panel displays column headers.

2 Pick column(s) to display via checkbox.

3 Select 'Columns' again to close the panel.

Search

Some columns have a search/filter field. To search within a column:

1 Use the search field underneath a column's header or click the funnel icon.

2 Enter keyword(s); partial entries are acceptable. Search results are instantly applied to the grid view.

Take action on a company or contact

Click the arrow next to the company name to display sub rows of Activities, Contacts, and Link Engagement

Edit or delete activities
Add, modify, make Primary, or remove contacts from a project
Deal doc links to an email can require an email address to view. Metrics related to a user viewing a linked document appear in Link Engagement

Click a company's name to:

View associated activities, contacts, and edit company details
Take other actions such as Add an Activity, Send an Email, or Decline from Process

Edit Tier, Calling Lead, Subtype, and Custom Fields columns

Double-click or type directly into cells
Select the lower right corner of a cell to turn your cursor into a plus sign, or what's called a fill handle. Drag upward or downward within the column to paste the cell's contents to additional cells
Copy and paste into these columns directly from Excel. When pasting, use the Ctrl+V shortcut keys

In the Activities column on the right:

Click + Activity to open the 'Add New Activity' form for a single company.
Click the envelope icon to create a draft email for a single company.
Click the options menu to display additional actions (e.g. Decline from Process, Remove Buyer).

Title

Tracker tab in Outreach

URL Name

Tracker-tab-in-Outreach