General

Words we use for people, companies, lists, pipeline, campaign steps, and roles.

19 articles

ReachyReach glossaryMeanings for Unibox, sender seat, company enrich token, Account Protection, kill switch, verification code, and the other words you see in ReachyReach.

Contacts, companies, and leadsContacts are people. Companies are firms. Leads are pipeline cards on New, Qualified, Meeting, Won, or Lost. A person can be both a contact and a lead.

Campaign steps you can launchLaunchable steps are Invitation, Message, Profile view, Like post, Follow, If accepted, If replied, A/B path, Wait, and End. InMail and Find email block launch.

Create a contact or company listPerson lists live under Contacts. Company lists live under Companies. Create one with New list, during import, or Add to list from a selection.

Use the Leads pipelineLeads is a board with New, Qualified, Meeting, Won, and Lost. Drag a card to change stage. This is not your contact list. Switch Kanban or List.

Owner, admin, member, and viewerOwner and admin can bill, connect senders, and flip the kill switch. Members run outreach. Viewers read. Teammates are free and do not use a seat.

What ReachyReach will not doReachyReach will not send while the kill switch is on, from an unlicensed sender, or past Account Protection. It will not bypass LinkedIn checks.

Pause or archive a campaignPause an Active campaign from the campaign list. Archive keeps it for history. Drafts have not launched. This is not the same as sender pause.

Campaign exclusion rulesExclusions skip leads already touched. The three toggles live on campaign Settings. Enroll preview shows how many of those leads will be skipped.

Edit an active campaignAfter launch, senders, schedule, and exclusions stay locked until you select Edit campaign. You can still enroll leads. Sequence follows the page lock.

Use merge variables in messagesStep editors and templates insert Contact and Sender tokens such as {{first_name}} and {{sender_name}}. Unknown tokens stay typed. Notes cap at 300.

Export contacts or companiesSelect rows on Contacts or Companies, then Export. The file is a CSV of the current selection, not the whole workspace unless you selected all.

Delete contacts or companiesBulk delete removes the selected people or companies from the workspace. It cannot be undone. Remove from this list only unlinks them from the list.

Add a contact to the pipelineAdd to pipeline creates a lead card on New. You can do this from Contacts, a Unibox thread, or a list selection. The person stays a contact.

Add a task on a leadOpen a lead, then the Tasks tab. Tasks are human follow-up on that card. They do not send LinkedIn messages. Add a title, due date, and assignee.

Choose a sender rotationOn campaign Settings → Senders, Rotation strategy is Round robin, Least used today, or Sticky (reuse prior sender). Save after you pick one.

Clone or delete a campaignSelect campaigns, then More. Clone copies the sequence as a Draft. Delete removes the selection. Confirm in the dialog. This cannot be undone.

Filter the Leads boardLeads filters include owner (Mine, Unassigned), due (Overdue, Upcoming, No date), stage, priority, source, and next step. Switch Kanban and List.

Sort Unibox threadsUnibox thread sort is Newest, Oldest, Unread first, or Name. Combine it with Open, Snoozed, or Done and the sender filter or an intent filter.