Outreach CRM

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Church Outreach

Calls & Pipeline
Admin Ingest Churches CRM Engagement Users Config Builder
Connected
Call Script
Up Next
    1–6 pick an outcome · Enter log & next · S skip · E open record
    Drag a card to move it. Click to open the record.
    Type a Follow-up date (8/25, +7, mon) or pick one from the calendar to schedule the first call — it drops into the call queue on that day. Priority is editable here too.
    Find Churches to CallSBC directory search

    The same search the Churches page uses for imports — pointed at your call list instead of the directory. Search a town and radius to build a day of calls, or look up one church by name.

    Pull From the Church Directoryupsell existing listings

    Churches already listed in the directory are not in this pipeline automatically — the two lists stay separate on purpose. Pull the ones you want to work: a free listing you'd like to move to Partner, or a listing that needs re-verifying. They come in linked to their listing, so promoting later merges instead of creating a duplicate.

    Add One Church
    Bulk ImportCSV or pasted rows

    First row must be headers. Recognized: name, denomination, address, city, state, zip, phone, email, website, pastor, contact, role, size, source, priority, notes. Anything else is ignored. Churches already in the pipeline are skipped — matched on name+city, phone, or website.

    Your Details

    Signs your outreach emails — fills {me}.
    The number you leave on voicemails — fills {myphone}.

    What happens next?

    Follow-up Options

    These are the choices offered after every call. Days is how far out the follow-up lands — leave it blank for options that close a church out. An Email option also carries a draft; {church}, {contact}, {city}, {me} and {myphone} are filled in when you open it.

    Edit the Call Script

    One box per collapsible section, in the order they appear beside the call card. Formatting, one per line: >  a line to say out loud · ~  a coaching note to yourself · **bold** for a lead-in. Blank a section's title and text to delete it.
    Placeholders filled from the church on the call card and whoever is signed in: {church} {contact} {city} {me} {myphone}.

    Add to the Church Directory