How to identify prospects or accounts in Outreach that are not synchronized with your CRM

Objective:

This article provides instructions on how to locate prospects or accounts within Outreach that are not currently synced with your CRM.

Applies to:

• Outreach users

Procedure

• Log in to your Outreach account.
• Go to Prospect or Account menu.
• Click on 'Add Filter' and select 'Integration record type is empty'.
  
  Note that you can add or remove any applicable filters if needed and you'll notice a 'greyed out cloud' icon in the record status, confirming that records are not synced.

Additional Information

How do I tell if my activity synced to my CRM?