Setting up default layouts for prospects and accounts ensures a consistent and efficient experience for users in your Outreach instance. This guide is designed to help Outreach Admins configure these settings easily and effectively.
- Outreach Admins
Configure users default Layouts for Prospects and Accounts
- Log in to Outreach.
- Click Administration.
- Select Users > Layouts.
- Choose the default layouts for prospects or accounts. This selection will be the first view users see upon navigating to those pages.
Note: Remember that user defaults are hierarchical. Global level settings apply to all users unless overridden at the Profile or User level.
Profile-Level Configuration (Optional): To set defaults for a specific profile, navigate to Profile and repeat the process. These settings will override global defaults for users in that profile.
Notes on Hierarchical Defaults:
- Global Level: Defaults apply to all users unless they have personal overrides.
- Profile Level: Overrides global defaults for users in that profile.
- User Level: Users can personalize their layout which remains unaffected by admin changes.
Frequently Asked Questions
What happens if a user sets their own default layout?
- User-specific settings will always take precedence over global and profile-level defaults.
Can I change the default layouts later?
- Yes, admins can update these settings at any time.