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Outreach Desk

Team performance

What each person did and achieved: leads, campaigns, emails, replies and deals.

For the owner and admins: Campaigns → Team performance shows each person's work over 7 days, 30 days, 90 days or a year.

  • Leads added, by hand or imported.
  • Campaigns they ran, with their open, click, reply and bounce rates.
  • One-to-one emails they sent, and the replies.
  • Customers won on the leads they look after, and revenue.

The app records who added each lead, who started each campaign and who sent each email (for queued and automatic emails: who queued it, else who looks after the lead). Work from before this was recorded shows as “Not linked to anyone”, never guessed. Click a person to see their campaigns.

Team and roles

Still stuck? Write to us from Help → Contact us in the app, or email burhanb53.work@gmail.com.