Understand the workspace

Dashboard

Use the dashboard to see active opportunities, upcoming follow-ups, recent changes, and items requiring attention. An overdue date is a reminder to review the record, not an instruction to send automatically.

Podcast records

Each record stores show details, host and audience information, the available approach to contacting the show, current status, next follow-up, and associated activity/history. Open a record to review its details and update the next action.

Pipeline

The pipeline is the place to manage progress from research to outreach and response. Status changes should reflect what actually happened. Creating a draft is not the same as sending a pitch, and a sent pitch is not the same as a confirmed booking.

Search and filters

Use the existing search and filtering controls to find podcasts by name or status, and revisit prospects without duplicating records. Exact available filters can change as the interface is refined.