Outreach troubleshooting
Fixes for common Outreach problems, as symptom, cause and fix.
Updated Oct 23, 20261 min read
- outreach
- troubleshooting
- faq
New target is grayed out
- Cause: you don't have a pipeline yet.
- Fix: start one from a template, or click New pipeline.
I can't add someone to a pipeline twice
- Cause: a contact or organization can be on each pipeline once.
- Fix: open their existing target and move it instead.
A card won't drop into another pipeline's lane
- Cause: in the All view, cards move within their own pipeline.
- Fix: remove the target and add it to the other pipeline.
A target I paused is gone from the board
- Cause: paused targets leave the stage columns and wait in the Paused bar along the bottom of the board.
- Fix: click the Paused bar to open it, then drag the card back onto a stage. On All, the bar holds every pipeline's paused targets.
My outcome columns or closed targets disappeared
- Cause: Show outcome stages or Show closed targets is off.
- Fix: turn them back on in Outreach options.
A pipeline disappeared
- Cause: it was archived.
- Fix: open Outreach options → Archived pipelines and restore it.
I didn't get a reminder to follow up
- Plya sends no reminders. Check Follow-ups in the rail.
Can Plya send my outreach emails?
- No. Write from your own email, then log the follow-up in Plya.
Related
Was this page helpful?
Need a person? or email support@plya.app.