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Managing Meet in Person Tasks

Aye
Updated

Objective

Manage in meet in person tasks in Outreach.

Applies To

  • Outreach Users
  • Outreach Admins

Procedure

Admin Configuration

  1. Log into Outreach as an Admin.
  2. Click Administration > Tasks.
  3. Click Add Disposition.
  4. Define custom values for the disposition and purpose fields.
  5. Click Add.
    Screenshot 2024-08-29 at 11.18.11 PM.png

Outreach Users

Users have the ability to log a meet in person task in Outreach using the Log meet in-person task. Reps will be required to add a Disposition as part of manually filling out the task. The following Disposition and Purposes are available.

Disposition values:

  • Name: Meeting complete - Value: Successful
  • Name: Prospect not available - Value: Unsuccessful
  • Name: Left collateral - Value: Successful

Purpose values:

  • account/business review
  • appointment setting
  • drop-in

Within the workflow, the meet in person task will appear as the following:

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