Go to Church Hub → BuzzReach → Outreach CRM. You'll see a list of all leads in your pipeline, plus a Kanban view organized by stage.
2
Understanding Pipeline Stages
Leads move through: New → Contacted → Visited → Engaged → Member. Long-Term Nurture is for leads who need more time. BuzzIQ score (1–10) measures engagement.
3
Update a Lead's Status
Click on any lead card to open their detail page. Use the status dropdown to move them through the pipeline. Add notes to log conversations or outcomes.
4
Set Up Email Sequences
Go to BuzzReach → Email Sequences to configure the automated outreach emails. Customize the subject and message for each step in the sequence (Day 1, 3, 7, 14, 30).
5
View the Nurture Queue
Go to BuzzReach → Nurture Queue to see leads with overdue follow-up steps. Complete each step to keep the pipeline moving.
6
Outreach Intelligence
Go to Ministry → Outreach Intelligence for a 30-day pipeline snapshot: new leads this week, conversion rate, top sources, and hot leads by BuzzIQ score.
Ready to get started?
Follow the steps above and you'll be up and running in minutes.