Reaching out to the same client twice in one week, or never reaching a good candidate at all, both come from the same gap: not being able to see what has already gone out. The opportunities page answers that from several angles at once.
Watch Mandric walk you through this topic
7:49The Outreach History Log
Open Outreach History from any lane, or from the opportunities page for every lane at once, to see every message you have sent by hand, newest first. Filter by channel, email or text, or search by client name to answer "did I already reach this person" before sending again. A message sent from a board only shows in that board's own history - refinance, renewal, and leads each read back their own, not a shared feed of everything BrokerPlus has ever sent.
Untouched and Going Cold
Two of the ten opportunity blocks answer this from the other direction. Untouched is every candidate never contacted about this opportunity at all. Going cold is the opposite problem: you reached out, and there has been no reply for longer than your threshold, 45 days by default, yours to change in Opportunity Settings. Between these two blocks and the history log, you can see who is waiting to be reached and who is waiting to be followed up on.
The Recently Contacted Flag
A client can sit in more than one slice of your list, and a row that was already worked recently says so rather than quietly disappearing. A small icon beside a candidate marks them as contacted recently, with the actual date on hover, so you do not approach the same person twice from two different angles in the same week. That window is also set in Opportunity Settings, six months by default.
How Engaged a Client Is
Separately from whether you have contacted someone, a three-bar signal next to their name shows how engaged they have been: full green for activity, an email reply or report interaction, in the last 30 days, amber for 31 to 90 days, red past that. This is not a contacted-or-not read - it is whether the client responds when reached, worth weighing before you spend another message on them.
Hiding Clients You Just Messaged
If seeing recently contacted clients on your list is more noise than signal, the Flags filter carries a Hide Recently Contacted checkbox that removes them outright rather than just flagging them. It uses the same window as the icon, so tightening or loosening that threshold changes both at once.
Clients Who Asked You to Stop
A client who has hard-bounced, marked your mail as spam, or told BrokerPlus to stop is protected the same way here as on every other client-facing message the platform sends - that protection sits above any lane, any template, and any block, and it cannot be overridden from the opportunities page. Select someone in that state as part of a lane send and they are skipped rather than messaged, and the outreach history log shows the attempt as suppressed rather than sent, so you can see it happened without wondering why they never replied.
What to Do Next
- Reach Out to a Whole Lane now that you know who is due a message.
- Adjust Your Opportunity Thresholds to change what counts as going cold or recently contacted.
- Snooze, Remove, or Delete an Opportunity for a client you would rather stop tracking altogether.
- Slice Your Book With The Opportunity Blocks for the other eight blocks alongside these two.