Objective
Learn how to open a request to remove a mailbox from a user in Outreach, including the implications associated with deleting mailboxes, and how to prepare for them. This procedure can be completed by Outreach end users in regard to their own seat, or by Outreach admins in regard to any user seat in the org.
Want to change a mailbox owner (move it from one user to another)? Click here to learn how.
Applies To
- Outreach Admins
- Outreach Users
Before You Begin
- Mailbox requests should come from the email address listed on your Outreach user account. Don't use personal emails to contact Outreach Support.
- Historical data is removed when deleting mailboxes.
- Deleting a mailbox does NOT remove the user or prevent their access to your Outreach instance. If you need to lock/deactivate a user seat, please review the Outreach Seat Management Process.
Procedure
Ensure Operational Continuity
Before removing the mailbox, there are a few steps that should be taken to ensure all emails and sequences keep running smoothly.
Send or save any drafted emails
Any drafted or scheduled emails will be deleted when the mailbox is removed.
Tag all prospects you have in active sequences.
Prospects being sequenced with that mailbox will fail and be stopped in the sequence. To find these prospects:
- Click Administration.
- Under System Activity, click Sequence States.
- Filter the list for prospects sequenced by you.
- Select all.
- Click the tag button at the top.
- Click Add tags.
- Search for these tagged prospects and assign them to the appropriate mailbox to continue being sequenced.
(Learn more about tagging in Outreach here.)
Open a Support Ticket
After completing the above as applicable, simply submit a request to Technical Support.
- End Users: May only a request a mailbox be deleted from their own seat.
- Admins: May request mailbox removal for any user.
Additional Resources
How To Submit a Technical Support Request
How to Add an Additional Mailbox to an Outreach User