Start your outreach workspace
Set up the structure first, then add real contacts and your next steps.
1. Open a workspace
Sign in with Loamstack and choose your CRM workspace. On this computer, Open local workspace in the app creates an empty development workspace. Keep the same browser tab and hostname during local testing.
2. Apply the outreach template
The template adds campaign and product objects with contact relationships, an acquisition pipeline, shared contact and overdue views, a results dashboard and a draft follow-up workflow. Review and publish the workflow when you are ready to run it. It can be applied again without duplicating its existing structure. It does not create sample customers or send outreach.
3. Add contacts and next steps
Add a contact and company, link them, record a note and create a task. Import a CSV when you have several records. Move opportunities into the outreach pipeline and save views for work you repeat.
4. Delegate within a budget
In Apps & agents, create a dedicated scoped credential and set the action budget for its workspace identity. Test permitted and denied actions before relying on automation. Production host connections need the deployed MCP and central OAuth setup.