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Home > Smart Automation > Salentica's Default Workflows > Default Request: Prospect Outreach
Default Request: Prospect Outreach
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The Prospect Outreach workflow is a four task process that is resolved once the prospect has been contacted, followed up with, and all four tasks have been tagged as completed.

Team Roles required in Workflow: Advisor

Step 1: 

First task is created, called "Review Prospect List", and it is assigned to the Team Role: Advisor. It is expected the Advisor reviews an internal prospect list to determine who should be contacted.

  • Task one is due one day after the Prospect Outreach request is created.

Step 2: 

Second task is created, called "Define Target Message", and is assigned to the Team Role: Advisor. Based on the prospects identified, the Advisor is expected create or use a message to contact the prospects.

  • Task two is due three days after the "Define Target Message" task is created.

Step 3:

Third task is created, called "Track Client Action", and it is assigned to the Team Role: Advisor. No matter the means, electronically, via mail, or as an in-person conversation, the advisor should track the conversations and interactions had with the prospects and the should be added to the CRM as Contacts.

  • Task three is due 14 days after the "Track Client Action" task is created.

Step 4:

Fourth task is created, called "Prospect Follow", and it is assigned to the Team Role: Advisor. This task reminds the Advisor to follow up with the prospect after a few weeks. Once confirmed that all four tasks are completed, the Request status will update to Complete.

  • Task four is due 21 days after the "Prospect Follow" task is created.


Here is a list of the default fields that are included in the Request, as well as they type of information that is needed in each field. It is possible, as a System Administrator, to customize these fields within all Requests, including updating the existing names, removing fields, or adding different fields.

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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