Article

What columns in my Outreach tracker are instance level and what columns are project level?

Body
In an Outreach Tracker some columns are populated from the information connected to the company, while others are connected to the project and don't carry over from project to project.

Company associated columns:
  • Contacts
  • Company Name
  • Fund Size
  • Industry
  • Coverage Officer
  • Company Description
  • Type 
  • Location
  • Investment Preferences
  • Company Association
  • Investment Min
  • Investment Max

 

Project associated columns:

  • Tier
  • Subtype
  • Calling Lead
  • Stage
  • Last Activity
  • Last Activity Comment
  • Declined Reason
  • Last Contacted
  • Client Notes
  • Internal Notes
  • Any Custom column created
Title
What columns in my Outreach tracker are instance level and what columns are project level?
URL Name
What-columns-in-my-tracker-are-instance-level-and-what-columns-are-project-level

Summary

This FAQ explains the distinction between columns tied to the company at the instance level and those tied to the project in an Outreach tracker. It details that company-associated columns include Contacts, Company Name, Fund Size, and Industry, among others.

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