How do stages work in Outreach?

Stages give you a clear, Kanban-style view of every shortlisted event’s progress with organisers.

Typical stages:

• Shortlisted – approved to pursue (from Coordinate)

• In discussion – active back-and-forth with organiser

• Pending – waiting on organiser reply or internal decision

• Closed (won/lost) – participation confirmed or dropped

Use stages to prioritise work, prevent stalls, and forecast outcomes.

Steps

1. Move event from Coordinate → Outreach (Admin).

2. Open event → set current stage.

3. Update stage after each milestone; add a short note.

4. Filter Outreach by stage for weekly reviews.

Tips

• Keep Pending lean; push items to a decision date.

• Add a “why lost” note when closing—useful next year.

• Tie stages to calendar checkpoints (budget lock, booth cut-off, speaker CFP).