Q: What is Prospect Filtering?
A: Prospect Filtering restricts your Outreach Outbox and email activity feeds to prospects only. Mailings and activities from non-prospects will not be displayed in Outreach.
Q: Why should I use it?
A: You want most of your emails in Outreach but you don’t want the whole team to see personal or confidential emails.
Q: How does it work?
A: This org level setting will allow admins to limit their Outreach user's Outbox and Activity Feed to prospect mailings only. Non-prospect mailings are not accessible to Outreach users.
Enable Prospect Filtering
- Click on the initials on the bottom left hand side of the Outreach platform.
- On the Settings panel that appears, find the section labeled "User Admin" and select "Org".
- Scroll down the page until you find the section labeled "Safety Settings"
- Click on the checkbox that says "Restrict outbox and activity feed to prospect mailings only"
Note: In order for this to work effectively, orgs will need to be sure to add their own domains to the "Block creation of prospects" setting and ensure that no prospects currently exist for internal employees.