Once your prospecting lists are built, the next step is to begin outreach to the owners and contacts in those lists. This is where your pipeline starts to grow. The goal of this step is simple: connect with prospects, track interactions, and record outcomes so every touchpoint moves the relationship forward.
In Rethink, outreach is typically done directly from your prospecting lists or prospecting console, allowing you to move through your targets efficiently while capturing activity along the way.
Work Through Your Prospecting List
Start with the prospecting list created in the previous step. This list contains the properties or owners you plan to contact.
How it works:
Open your prospecting list from the List widget in the lower-left corner
Click the Play button to begin
Review the property and owner information
Begin outreach using the available contact methods
Log outcomes, then click Next
Call Prospects Using Click-to-Dial
If a phone number is available, you can call directly from the record using Rethink’s click-to-dial functionality if you’ve integrated a dialer.
How it works:
Open the contact or prospect record
Click the phone number and your integrated dialer will place the call
After the call, record the outcome
Send Outreach Emails
Email is another common outreach method and can be sent directly from Rethink.
How it works:
Open the contact record
Click the Email option in the Activity panel
Write or select a template
Send the message and track the communication
This keeps all correspondence tied to the contact’s activity history.
Log Outcomes and Notes
Every outreach attempt—whether it’s a call, voicemail, or email—should be logged so you can track progress and plan next steps.
How it works:
Log the call or activity in the record’s Activity panel
Select an outcome (connected, voicemail, no answer, etc.)
Add notes from the conversation
Save the activity
Once outreach is underway, the next step is to set follow-ups and callbacks so every interaction leads to the next action.