> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Use Prospecting in Engage

> Run stakeholder outreach from the Engage tab with AI-drafted emails, calls, and social touches.

Quick reference for running stakeholder outreach from the **Prospecting** timeline in the [Engage tab](/product/engage-tab).

Prospecting turns a Sales Strategy into a numbered outreach cadence for each stakeholder. ShiftUp generates the drafts. You review, personalize, and send.

Watch the video or read the written instructions below.

<video src="https://mintcdn.com/shiftup/cw8RgjYfBN811aEE/videos/Optimizing_Sales_Outreach_with_Engage.mp4?fit=max&auto=format&n=cw8RgjYfBN811aEE&q=85&s=b37f8436f6084e62302015f6ae991167" controls data-path="videos/Optimizing_Sales_Outreach_with_Engage.mp4" />

## Prerequisites

* An active Sales Strategy
* To use **Send Email**, the standard ShiftUp email-send permission
* Optional: a saved [Communication style](/product/customize#communication-style) so **Personalize** applies your voice

## Quick reference

| Action | Where | Steps |
| :- | :- | :- |
| Open Engage | Sales Strategy | Switch to the **Engage** tab or click **Open Engage** on the Overview tab |
| See why now | Prospecting title | Click the information button to open **Why now & pain hypothesis** |
| Add stakeholders | Prospecting timeline | Click **Add stakeholders** → select a stakeholder → **Add to outreach** |
| Personalize a draft | Contact-point card | Click **Personalize** → review → **Undo** to restore the original |
| Send an email | Email contact-point card | Click **Send Email** → review **To**, **CC**, and **Subject** → send |
| Record a touch | Contact-point card | Click **Mark complete** |
| Generate more touches | Stakeholder cadence | Complete current touches → click **Generate next 3** |
| Move to meetings | **Secured a meeting?** milestone | Click **Start roadmap** |

## Run prospecting outreach

<Steps>
  <Step title="Open Engage">
    Open a Sales Strategy from the Strategies list and switch to the **Engage** tab. You can also click **Open Engage** on the Overview tab.
  </Step>

  <Step title="Generate drafts">
    If no drafts exist yet, click **Generate drafts**. Generation can take up to 20 minutes.
  </Step>

  <Step title="Add stakeholders to outreach">
    Click **Add stakeholders**. Search the strategy's stakeholders, review the research in the right pane, and click **Add to outreach**. ShiftUp generates that stakeholder's drafts automatically.
  </Step>

  <Step title="Select a stakeholder">
    ShiftUp orders the timeline by what's due, with overdue touches first. Click a stakeholder's row to expand their cadence.
  </Step>

  <Step title="Review the current touch">
    The current touch shows its contact-point card on the recommended channel. Switch channels to review other drafts. Click the information button beside the touch title to see **Why this touch?**
  </Step>

  <Step title="Personalize the draft">
    Click **Personalize** to rewrite the draft in your saved Communication style. Click **Undo** to restore the original AI draft.
  </Step>

  <Step title="Complete the touch">
    For email, click **Send Email**, review the message, and send. ShiftUp marks the touch complete. For calls, LinkedIn messages, or emails sent outside ShiftUp, click **Mark complete**.
  </Step>

  <Step title="Continue the cadence">
    The stakeholder's next touch expands. When all current touches are done, click **Generate next 3** to add more touches for that stakeholder.
  </Step>

  <Step title="Start the roadmap">
    When you secure a meeting, click **Start roadmap** on the **Secured a meeting?** milestone to continue into the conversation roadmap.
  </Step>
</Steps>

## Tips

* Phone values on contact-point cards are click-to-dial and open the Salesforce **Call preview**.
* If you marked a touch complete by mistake, expand it in **Past outreach** and click **Reopen**.
* If a stakeholder isn't linked to a Salesforce Contact or Lead, **Send Email** prompts you to **Link to Salesforce** first.

For full details, see [Engage tab](/product/engage-tab).


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