Connecting outreach tools
Find permitted Campaigns views and keep review proposals, provider setup and campaign execution as separate steps.
Campaigns is TipOff's outreach module inside the same workspace product.
An outreach proposal is not a sent message. Access to a record, permission to review a campaign, and permission to start one are different things.
Open the available campaign views
Use Campaigns when it is available to your workspace and account. Campaign modules have their own availability and access checks in addition to your workspace role. A missing or denied module is not evidence that it is connected elsewhere.
Members have campaign-read capability by default. Admins and owners also have campaign-management and start capabilities, but module access and operation-specific checks still apply. Conversation users (viewers) do not receive Campaigns access through their read-only role.
Review the exact proposal
Where a proposal action is offered, check the selected people or saved companies, intended destination and proposed work. Keep a proposal that is waiting for review distinct from approved work and from executed work.
Do not interpret a generated draft, populated list or connected integration as permission to send. Use the actual confirmation and result shown for the operation.
Keep setup separate from execution
Workspace admins and owners manage integrations through Connections. A connection status is not proof that a campaign is running or that a recipient received a message. Follow the controls and restrictions available for that destination rather than assuming every provider supports the same workflow.
Conversation users can ask about permitted workspace information through Chat, but cannot confirm workspace changes or start campaigns. If more access is necessary, ask an admin to review the role rather than sharing someone else's credentials.