Organize leads and follow up

Keep prospect details, outreach, and next steps together.

Open this guide in the help center →

When to use this. Sales inquiries are scattered across notes and individual inboxes.

What you’ll need. A Reach workspace, prospect details, and an agreed follow-up process.

  1. Open Reach

    Launch Reach from your Formbot workspace and select the intended account.

  2. Organize the audience

    Review prospect and account details. Group the people relevant to the business conversation and check the contact information before outreach.

  3. Prepare the follow-up

    Use available templates, sequences, and tasks to plan relevant messages and next actions. Review the audience and message content before sending.

  4. Review engagement

    Use the available activity and engagement views to decide the next step. Move an interested customer toward an agreement and keep their record current.

How to know it worked

A prospect has a clear record, outreach plan, and next step.

Features covered

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