Skip to main content

Sending Outreach

Review Your Contact List​

  • Once you have completed deal setup and gone through the Final Review Checklist you can launch your initial outreach from the Outreach tab.
  • Click Send on the top right corner of your screen to get started.
  • Select a Contact List then click Next.
    • Select “Skip CA Signatories if you would like to allow all parties access to the deal room without first signing a CA.
deal launch checklist

Review Sender Information​

  • Review the Subject, From Alias, Reply-to, and Sender Email Address.
  • Select Include Team Members if you would like the deal team to receive the outreach email.
  • Click Send OR Schedule a Send to set up future campaigns.
deal launch checklist