Objective
The purpose of this article is to help walk you through manually syncing meetings, in bulk, to the CRM.
Applies To
- All users, especially admins
- Meetings
- CRM syncing
- Advanced Task Mapping
Procedure
- Navigate to the meetings page in Outreach
- Click on the agenda tab
- Filter the list by whatever criteria you'd like
- Select all records you would like to sync to the CRM
- Click the Synchronize with CRM button
- Change the 'Action' to Push data up to CRM
- Click the Sync button
Additional Information
Consider the following when filtering your agenda list:
- try to keep the list of meetings to sync small (around a couple thousand or less)
- add the Prospect meetings only filter to ensure you're not attempting to sync internal meetings