In your TruSales dashboard you can see the outreach progress for each of your opportunities and contacts and manage that outreach as needed.

Access TruSales here: trusales.primary-intel.com 

There are 5 objectives for setting up and configuring your TruSales account:

1. Activate Your TruSales Account
2. Request Customer Feedback
3. Personalize Feedback Request Emails
4. Manage Outreach
5. Review Feedback

Managing Email Outreach

When you move your mouse over a contact, the contact options button will appear for that contact. Clicking this button displays the options available for that contact:

• The “Cancel Outreach” option allows you to terminate all additional feedback requests for that contact.
• The “Pause Outreach” option allows you to pause outreach to the contact and resume the outreach at a later date.
• The “Email Outreach Plan” option will display the email outreach plan for the contact, including when each request for feedback will be emailed to the contact
• The “Change Sender” option allows you to change who the email requests will come from

Follow this link to the next step: Review Feedback