Add outreach email activities to investor contacts table
Add outreach email activities to investor contacts table
Your outreach emails aren't recorded, leaving investor prospects untracked and follow-ups without context. Add each outreach entry to a central contacts table so investor relations can follow up the same day.
Overview
When outreach activity isn't logged, investor leads slip through and fundraising momentum stalls. This flow captures every outreach email into your central contacts table so investor relations can follow up the same day and keep rounds moving.