Using the Outreach Tracker

The Outreach Tracker is a built-in lead management tool available on the Business plan. It lets you track prospects through stages, add notes, schedule meetings, and keep your outreach organized — all inside the extension.

Opening the Tracker

Click "Tracker" in the footer of the extension popup. You will see your leads organized by stage with color-coded badges.

Stages

Each lead moves through stages as your outreach progresses:

• New — Added to tracker, no outreach sent yet
• Messaged — You sent an outreach message
• Replied — They responded to your message
• Interested — They expressed interest
• Follow-up — You owe the next touch
• Booked — A meeting or call is scheduled
• Closed — Outcome decided (Won or Lost)

Adding Leads

There are several ways to add leads to the Tracker:

• From a profile: Visit a LinkedIn profile, open ReachDraft, and click the "Tracker" button next to Scan Profile
• From contact history: Click "+ Tracker" on any contact in your History view
• From batch mode: Click "Add All to Tracker" after generating batch messages
• Automatically: When you send a message, the lead is auto-added at the "Messaged" stage (if enabled in Settings)

Moving Leads Between Stages

• Quick advance: Click the "Next >" button on any lead card to move it to the next stage
• Manual move: Click a lead card to open the detail panel, then use the stage dropdown to pick any stage

Lead Details

Click any lead card to open the detail panel where you can:

• Change the stage using the dropdown
• Add notes (up to 500 characters, auto-saved)
• See the last message you sent
• View their LinkedIn profile
• Set a Won/Lost outcome when closing a lead
• Archive the lead

Meeting Tracking

When you move a lead to the Booked stage, meeting fields appear:

• Title: Pre-filled based on your use case (e.g., "Discovery call" for sales, "Intro call" for recruiting)
• Date/Time: When the meeting is scheduled
• Meeting Link: Paste your Zoom, Calendly, Google Meet, or Teams link
• Notes: Quick context about the meeting
• Status: Scheduled, Completed, No-show, or Canceled

ReachDraft can also auto-detect meeting links from your conversation history and suggest them when you move a lead to Booked.

Searching and Filtering

• Click the search icon in the Tracker header to search by name, company, or notes
• Use the stage pills at the top to filter by stage
• Click "All" to see all active leads
• Click "Archived" to see leads you have removed

Archiving and Restoring

• To archive a lead, open the detail panel and click "Archive Lead"
• Archived leads appear under the Archived pill
• To restore an archived lead, click the green "Restore" button on the archived card, or visit their profile and click "Restore"

Exporting

Click the download icon in the Tracker header to export all leads as a CSV file. The export includes name, headline, company, LinkedIn URL, stage, lead score, notes, meeting details, and timestamps.

Auto-Add Setting

By default, leads are automatically added to the Tracker when you send messages. You can turn this off in Settings > Tracker > Auto-add to Tracker.