/portal/outreach is a contractor's own outreach pipeline — separate from inbound leads. Drop a CSV of past customers + neighborhood prospects, dial through the list, and track each prospect's status as you go. Built for the 'I have a list of 200 names from a Facebook group, where do I start' problem.
Status set
Tuned to a contractor's actual sales motion (different from the operator-side outreach which uses cold/attempted/contacted/demoed/pilot/paying):
| cold | Brand-new prospect, not yet attempted. |
| attempted | Voicemail left or text sent, no callback yet. |
| contacted | Live conversation happened, no quote yet. |
| quoted | Quote sent, awaiting decision. |
| booked | Appointment on the books. |
| won | Job done, paid, customer. |
| lost | Went with a competitor or chose to wait. |
| do_not_contact | Asked to be removed. Respect it — also a CAN-SPAM compliance hedge. |
Two ways to add prospects
- Quick-add — single prospect from Facebook / Nextdoor / a truck-spotting find. Modal at top of page.
- Import CSV — drop a list with auto-mapped headers (Business name, Phone, Email, City, Notes, etc.). Aliases for common QuickBooks export shapes work out of the box.
Assignment
If you have multiple sales reps on the team, assign prospects to specific people so you don't end up with two reps calling the same number. Assignment filter at top: All / Mine / Unassigned / by-rep. Sales reps default to 'Mine' so they don't accidentally walk on someone else's claim.
The single search box matches across business name, contact name, license #, phone, email, city, AND notes. Multi-word search works too — type 'phoenix repipe' and it finds prospects where both words appear anywhere.