How do I add and move targets?
Put a gallery, shop, publication or person on a pipeline, move it through the stages, pause it, or turn it into a project.
- outreach
- targets
- pipelines
Add a target
- Click New target.
- Choose Organization or Person.
- Pick them from Network, or type a new name to create them. A new person is created as a lead.
- Pick the Pipeline and Stage.
- Add a Link (a submission form, a listing, a press page), a Results deadline (when you expect to hear back) and Notes if you like.
- Click Add target.
You can also click + at the top of a stage, or Add to pipeline on a contact's or organization's Outreach tab.
Add several at once
- In a pipeline: click Add leads. Pick a stage, then tick people under Leads, People or Organizations. Search narrows the list. Anyone already on the pipeline shows On this pipeline. Click Add N.
- From Leads: in Outreach → Leads, switch to Table, tick rows, and click Add to pipeline in the bar.
- From Network: tick contacts or organizations and click Add to pipeline in the bar.
- After an import: click Add to a pipeline in the toast.
- With Ash: for example, "Put all my leads on Galleries."
Everyone goes on at the stage you pick. Anyone already on that pipeline is skipped, and the toast says how many were added and how many were already there.
Move a target
- Drag the card to another stage.
- Or right-click it, or use its ⋯, and choose Move to.
- Or open it and click a Stage or Outcome pill.
In the All view, each pipeline is its own lane, and cards move within their lane.
Pause a target
Drag the card onto Paused, the bar pinned along the bottom of the board, right-click it and choose Pause, or open it and click Pause. While you drag a card, the bar grows and says Drop here to pause, so it's always in reach without scrolling. A paused target keeps its stage.
Click the Paused bar to open it and see the paused cards, with a search. Drag one back onto a stage, or open it and click Resume, to bring it back. On a pipeline the bar holds that pipeline's paused targets; on All it holds every pipeline's.
Right-click a target
Right-click a target card for Open, Log note, Move to, Pause and Remove from pipeline. The ⋯ in the card's top-right corner shows the same list; on a phone or tablet it's always there. With the keyboard, focus a card and press Shift+F10.
A target's latest note shows along the bottom of its card, on one line (Log a note).
Open a target
Click a target card to open the contact or organization it belongs to. Their peek starts with a Pipeline section, then their own details, tags and projects below. Everything about the pipeline is editable right there:
| In the Pipeline section | What's there |
|---|---|
| Pipeline | Which pipeline this is. Click it to go to that board |
| Stage and Outcome | Pills to move them along, and Pause or Resume |
| Follow-up | The next date, Log follow-up, Log note, and the history of both |
| Results deadline, Link | When you'll hear back, and a link for this pitch |
| Pipeline notes | Context, background, next steps |
| Actions | Promote to project and Remove from pipeline |
When someone is on more than one pipeline, the one you opened comes first, and the others are listed under Also on. Click one to show its fields. Their Outreach tab lists every pipeline they're on too.
Promote to project creates a project with this contact or organization as the client, and opens it.
Remove a target
Right-click the card, or use the ⋯ that shows when you point at it, and choose Remove from pipeline. In the Pipeline section of their peek, it's at the bottom. The contact or organization stays in Network. Undo in the toast puts the target back, without its follow-up log.
Related
Need a person? or email support@plya.app.