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Leads

Page provides the following functionality:

1. Client select dropdown: select a client
2. Related Podcasts: click to open client's related podcasts subpage to create multiple leads for the client
3. Client Bookings: open Bookings page of the interface for the current client
4. Client Details: open client's details subpage to view/edit information about client
5. New Client: create a new client
6. Active Leads section: shows all active Leads for the selected client.
   • Click on "Open" on a lead to show this Lead's details subpage
     
7. Outreach History section: shows all tasks (outreach emails, calls, reminders)
   • Click on blue arrows on a task to show this task's details subpage
     
8. New Lead: create a new lead for the client
   • multiple leads can be created with Related Podcasts tool
9. Create Outreach Emails: create Outreach Email task for all the Leads with Status: New
   • more about tasks statuses & email follow-ups Task Statuses
   • after the new Outreach Email tasks are created, the new leads' status is changed to Pitched
   • more about Lead and Booking Statuses
     
10. Send Outreach Emails: changes all new mailing tasks' statuses to Ready
    • if a mail task's Date is on or before Today and its status is Ready, it is sent to recepient via Make.com automation