Owners
Selling / Raising

Set outreach contacts and messages

Set the team contacts and note template used for project outreach.

Set the team contacts and note template used for project outreach.

Before you start

Add the relevant colleagues to your company and open the project's full editor.

Steps

  1. Expand Outreach Setup.

  2. Select the primary outreach contact and add additional contacts where needed.

  3. Review the Outreach Note Template and any Cc selection for outbound outreach notes.

  4. Write a specific message, use the offered first-name insertion control if useful, and satisfy the template's minimum-length warning before saving.

What happens next

The project stores the contacts and outreach note. Saving this section does not itself dispatch the teaser, and a Cc setting here is not global forwarding of all account emails.

Common problems

Keep confidential details out of the outreach note. If a teammate is missing, verify company membership. Review personalization rather than manually guessing a template token.

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