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How to Sequence Prospects on Behalf of Another Outreach User

Joel
Updated

Objective

Easily put prospects into an Outreach sequence on behalf of another user in your org. The sequence steps will operate and messages fire as if the user had set up the sequence with the target prospects themselves.

Applies To

  • Outreach users

Before You Begin

  • 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. 
  • The mailbox from which a user would like to send needs to be from an active user in Outreach, and have the following attributes
    • Connected
    • Sending and syncing enabled

Procedure

  1. In the Outreach platform, open the Prospects List View.
  2. Select the applicable Prospects. (Adjust any filters as needed.)
  3. Above the Prospects list, click the Sequence button. 
  4. In the Add to sequence window, select the applicable sequence to add the Prospect(s) to.
  5. Just above the prospects list in the window, click Show Advanced.
  6. In the Sequenced By dropdown menu, select the user you are sequencing on behalf of.
  7. Complete configuring the sequence as applicable in the rest of the Add to sequence window.
  8. When done, click Add to sequence. 

Additional Information

See below to take other actions on behalf of users in your Outreach org:

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