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Outreach Prospect Bulk Actions Overview

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Chris
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Purpose: 

The purpose of this article is to provide information to Outreach users regarding bulk actions available for Prospects. 

Intended Audience: 

  • Outreach Users

Outreach Prospect Bulk Actions Overview: 

Prospect Bulk Actions are steps taken in the Outreach platform that affect a large number of prospects. On the Prospect View, the following are considered large bulk actions:

  • Deleting more than 50 Prospects
  • Opting-out more than 50 Prospects
  • Marking more than 750 Prospects as Finished in a Sequence
  • Pausing more than 750 Prospects in a Sequence
  • Assigning Accounts to more than 750 Prospects
  • Assigning Ownership to more than 750 Prospects
  • Assigning a Stage to more than 750 Prospects 
  • Assigning a Persona to more than 750 Prospects
  • Bulk-modifying more than 750 Prospects
  • Add more than 750 Prospects to a Sequence
  • Remove more than 750 Prospects from a Sequence
  • More more than 750 Prospects to a Step in a Sequence
  • Retry more than 750 Prospects in a Sequence
  • Resume more than 750 Prospects in a Sequence
  • Activate more than 750 Prospects in a Sequence
  • Assigning mailbox for more than 750 Prospects in a Sequence

Outreach admins can permit or deny the ability for other Outreach users to take bulk actions on prospects under the governance profile settings. 

Additional Resources: 

Outreach Governance Profile Settings Overview

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