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How to Add Notes for Prospects and Accounts

Khaled
Updated

Objective

This article explains how to add notes to Prospect and Account records. 

Applies To

  • Outreach's Users
  • Prospect and Account records

Procedure

  1. Log in to Outreach.
  2. Navigate to the Prospects page. 
  3. Click on the prospect in question. 
  4. Select the layout Prospect Overview for prospects, and Account Overview for Accounts. 
  5. Click on Add note under Prospect Notes for Prospects and Account Notes for Accounts. 
  6. Enter the note in the Message box.
  7. Select the Context from the dropdown menu. 
  8. Select the applicable opportunity from the Opportunity dropdown menu if you need to associate the note with an opportunity. 
  9. Click Save.

Note: If you need to add the note to the account directly, you may navigate to the Accounts page, select the account, then follow the same steps to add the note to the account. 

Additional Information

Outreach & HIPAA Compliance

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