How To Send on Behalf of Another User

Objective

The purpose of this article is to provide direction to Outreach Users in sending an email communication to a Prospect on behalf of another user. 

When composing a one-off, bulk email, or adding Prospects to a sequence, you have the option to send from different Outreach user's mailboxes. 

Applies To

• Outreach Users

Notes

• Admins must configure the applicable permissions in order for users to send on another user's behalf. For more information, refer to the Understanding Governance Profile Settings article. 

Procedure

How to Send an Email on Behalf of Another User

1. Access the Outreach Platform. 
2. Access the Prospect's List View.
3. Click More options.
4. Click to expand the additional fields as applicable. 
5. Select the applicable user from the From dropdown menu. 
6. Complete composing the email as applicable and click Send.
   The email will be sent to the applicable recipient on behalf of the selected user. 

How to Send Bulk Emails on Behalf of Another User

1. Access the Outreach Platform. 
2. Access the Prospects List View.
3. Select the applicable Prospects to email. 
4. Click the More Options icon (...) and select Bulk Compose from the dropdown menu. 
5. Click to expand additional fields as applicable. 
6. Select the applicable user from the From dropdown menu. 
7. Complete composing the email as applicable and click Send.The email will be sent to the applicable recipients on behalf of the selected user. 

How to Sequence Prospects on Behalf of Another User

1. Access the Outreach Platform.
2. Access the Prospects List View.
3. Select the applicable Prospects. 
4. Click the Sequence icon (paper plane). 
5. Select the applicable sequence to add the Prospect to.
6. Click Show Advanced.
7. Select the applicable user from the Sequenced By dropdown menu.
8. Complete configuring the sequence as applicable and click Add to Sequence.

Additional Information

How To Access the Prospects List View