Objective
The purpose of this article is to guide Outreach Users and Admins on the steps to create a Prospect in the Outreach platform.
Applies To
- Outreach User
- Outreach Admin
Procedure
- In the Outreach platform, open the Prospects List View.
- Click the "+Prospect" button on the top right corner of the page.
- Enter the prospect's details and click the "Add" button.
Additional Information
The user must have the correct permission to create a prospect.