Record Prospect Outreach Tool
record-prospect-outreach-toolInternal Coderbuds staff only. Record that a message was sent to a prospect — after it has actually been sent.
Only call this when you have been told it went out. Recording a send is what moves a prospect from Sourced to Contacted, and a row that says "contacted" with nothing behind it is worse than one that says nothing: the next session skips it.
Sending is not something you can do. If you have written an opener, save it with
save-prospect-draft and wait to be told it was sent.
A draft waiting on the row is folded into the record and cleared, so the same opener cannot go out twice.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | The message body or a summary. Defaults to the draft saved on the row. | |
| channel | No | email, linkedin, slack or call. Defaults to email. | |
| subject | No | The subject line or opening line, so the next session can see what was already said. | |
| prospect_id | Yes | The prospect who was written to. |