What is Outreach?

Outreach is a means of tracking customers and contacts, assigning customer loyalty/decision-making status, tracking interactions/deliverables, and reporting referral patterns.

Why is tracking interactions important for an Outreach Team?

Tracking interactions will create a recorded history with a customer so new Outreach Members can view information/recommendations specific for an individual or a service.

Can I add custom interactions in the Outreach Module?

Yes.  Since each service has their own marketing approach, we have given you the flexibility to create your own interactions for individuals and services.