How To Edit Prospect Records

Purpose: 

The purpose of this article is to provide direction to Outreach users in editing prospect records in the Outreach Platform.

Intended Audience: 

• Outreach Users

Notes:

• Changes made to a Prospect record will sync with the corresponding records in the CRM depending on how the mapping is configured. For more information regarding mapping records to a CRM, refer to the applicable CRM articles.

How To Edit a Prospect Record

1. Access the Outreach Platform.
2. Click the Prospects icon (double silhouette) in the navigation sidebar.
3. Click the applicable Prospect.
   
4. Click the Edit button on the Prospect's Profile page.
5. Update the Prospect's record as applicable and click Save.
   
   The Prospect's record has been updated to reflect the saved changes.