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Lead Details

Here you can adjust the Lead's details and see the Lead's outreach history.

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  1. Click Create Outreach Emails to create outreach emails
    • 1 task per each email address in the summary will be created
    • if there are multiple Email Templates, only the 1st one will be used
    • learn more about Task Statuses
  2. Click Create New Task to manually create a task: can be used for Outreach Call for example
  3. To change the Lead status or transform the Lead into a booking, select the new status in dropdown and click Change Lead Status