How do I manage shortlisted events in Outreach?

Once an Admin shortlists an event in Coordinate, it’s ready for execution in Outreach—contacts, notes, files, and stage tracking in one place.

• Keep Outreach focused on high-intent events only.

• Use it to maintain organiser context: who you spoke to, what was agreed, next steps.

• Export details if you need offline reviews; keep the master record in WHR.

Steps

1. Mark Shortlisted in Coordinate (Admin).

2. Open Outreach → select the event.

3. Add organiser contacts, notes, and any proposals or decks.

4. Update stage after every interaction (In discussion / Pending / Closed).

5. Archive or mark Closed (won/lost) when done.

Tips

• Add a one-line “next action” in the notes after every touch.

• Attach files inside the event record—no hunting later.

• Use filters (owner, stage, region) to run weekly pipeline reviews.

• Shortlisted event automatically show up in 'promote'