Purpose
The purpose of this article is to provide an introduction to Outreach Users regarding the Prospect Profile in Outreach.
Intended Audience:
- Outreach Users
Contents:
This article discusses the following:
- Outreach Prospect Profile Overview
- Accessing a Prospect's Profile
- A Note About How Prospects are Added to Outreach
- Navigating the Prospect Profile
- Additional Resources
Notes:
- This article illustrates views and settings found on a Prospect’s profile page. For more information regarding settings for the Prospect List View, refer to the Outreach Prospect List Views Overview article.
- This article provides introductory information to Outreach Users regarding features and settings available in the Outreach Platform. Some settings and features may require additional steps for configuration. For more information regarding these topics, refer to the Additional Resources section of this article.
Outreach Prospect Profile Overview:
Users with a CRM solution can best relate a Prospect as a Lead or Contact -- Prospects are the individuals who have expressed interest in the Org’s product or services.
Outreach provides Users the ability to customize a Prospect’s profile within the Outreach Platform with information pertinent to engaging with the Prospect such as the Prospect’s timezone, LinkedIn profile, and more.
Accessing a Prospect’s Profile:
- Access the Outreach Platform.
- Click the Prospect’s icon (double silhouette) in the navigation sidebar.
- Sort, filter, and click the applicable Prospect.
Note: A Prospect’s profile can be accessed within the Outreach Platform where the Prospect is listed. For example, Users can access a Prospect through the Accounts List View by clicking the Prospects decorated link and clicking the applicable Prospect.
A Note About How Prospects are Added to Outreach:
Outreach provides Users the ability to add Prospects to Outreach by directly importing from a CRM such as Salesforce or Microsoft Dynamics, as well as CSV files.
Additionally, depending on how the Org’s settings have been configured, Users can opt to have Outreach automatically create a Prospect when sending an email to an email address not associated with a Prospect in Outreach.
For more information regarding importing and creating Prospects, refer to the applicable content in the Additional Resources section of this article.
Navigating the Prospect Profile:
Prospect profiles are separated into the following tabs:
- Overview
- Activity
- Emails
- Sequences
- Opportunities
- Calls
- Meetings
These tabs are grouped in a menu bar, each one housing information unique and specific to the Prospect.
To the right of the Prospect Profile tabs, is a refresh button, and an Edit button with a more options dropdown menu.
From the dropdown menu, Users can perform additional actions as described in the table below:
| Option | Description |
|---|---|
| Book Meeting | Schedule a meeting |
| Log Call | Document a call |
| Pause | Pause a Prospect in Sequence |
| Mark Finished | Mark a Prospect as completed |
| Opt Out | Manually opt a Prospect from communication |
| Find Matches in CRM | Look up in CRM |
| Delete Email Data | Removes Prospect's email data |
| Delete | Deletes Prospect from the system |
Modifying a Profile:
Clicking the Edit button navigates the User to editable information specific to the Prospect.
Completing this information for a Prospect record impacts the following information on the Prospect’s profile:
| Option | Description |
|---|---|
| Personal Info | Prospect's personal information; fields for:
|
| Contact Info |
Prospect's contact information; fields for email addresses and phone numbers. Fields can be rearranged. When adding an email address or phone number, Users are able to identify if said contact information is work, personal, or other. |
| Job Details | Prospect's job information; fields for Title, Occupation, and Start month and year. |
| Account Details | Prospect's account details; fields for Account, Company name, Number of employees, company LinkedIn, Company LinkedIn employees, company followers, company natural name, company locality, company type, company industry, founded month and year. |
| Education | Prospect's education details; fields for: School name, degree, and graduation month and year. |
| Location | Prospect's location information; industry standard address fields. |
| Links | Users can add any available links to the Prospect profile such as their personal site or other professional profile site. |
| Other Info | Users can add granular details such as source, on market, and lead score. |
| Notes | Users can input notes about the prospect. Note: visible to? |
| Custom Fields | Org-specific custom fields for Users to leverage on a Prospect's profile. |
Example: Configuring the Prospect’s Zip Code and applicable Sales Intelligence Tiles will display the Prospect’s time and local weather. For more information regarding Sales Intelligence Tiles, refer to the applicable content in the Additional Resources section of this article.
Click Save to save any changes made to the Prospect’s record. Click Back to return to the Prospect’s profile.
Prospect Info Panel
On the right side of the workspace is the Prospect Profile panel.
The Prospect’s profile panel displays the Prospect’s contact information, sequence stats if applicable, and additional information to provide Users a snapshot view of the Prospect’s journey as well as access to quick actions such as adding the Prospect to a Sequence or booking a meeting.
Note: This panel is fixed and is visible to Users as they navigate from tab to tab in the Prospect’s profile. Navigating away from the Prospect’s profile will hide the panel.
Overview Tab:
The Overview tab surfaces information specific to the Prospect in the center workspace of the Outreach Platform and is the default page displayed when navigating to the Prospect’s profile.
Depending on how the Org is configured, information displayed here will be the result of a combination of available Prospect information and configured Sales Intelligence Tiles.
Activity Tab:
The Activity tab surfaces all activities on the Prospect if applicable.
Activity displayed includes tasks, such as email communications or call tasks, and, depending on how the Org is configured, can provide Users the ability to manually start a task for a Prospect.
Sort and filter to display specific information.
Note: The time stamp displayed on activity line items will show the time for the time zone assigned on the individual user's computer.
Emails Tab:
The Emails tab displays information on email exchanges with the Prospect to provide Users an at-a-glance summary of communication.
Users can determine if an email is part of a Sequence, if the Prospect has interacted with the email, and if an email bounces, Users can hover over the notification to surface additional information to influence next steps. Users can also reply or forward directly a mailing by clicking into the thread, selecting the ellipsis icon, and selecting the desired action.
Note: Click the More Options dropdown to take action on an email as applicable. The exact time an email is sent is shown on the mailing line item within 24 hours of being sent. Once 24 hours has passed, then the exact time will no longer be shown, and the date the mailing was sent will show instead. This is also the case in the Outbox.
Sequences Tab:
The Sequences tab displays historic and current Sequences the Prospect was or is a part of.
If the Sequence is active, the toggle to the left of the Sequence name will be green. If the Sequence is inactive, the toggle to the left of the Sequence name will be grey.
Note: Click the More Options menu to select an action to perform.
Opportunities Tab:
The Opportunities tab displays a history of Opportunities associated with the Prospect.
Note: The information displayed is an exact copy of the information available for the same Prospect through the Opportunities List View. For more information regarding Opportunities, refer to the applicable content in the Additional Resources section of this article.
Calls Tab:
The Calls tab displays a history of calls associated with the Prospect.
Note: The information displayed is an exact duplication of the information available for the same Prospect through the Calls page. For more information regarding calls, refer to the applicable content in the Additional Resources section of this article.
Meetings Tab:
The meetings tab provides the User a history of meetings associated with the Prospect.
From this view Users can sort, filter, and select a meeting to update if applicable.
Additional Resources:
Outreach University - Prospect Management
Outreach Prospect List View Overview
How To Import Prospects into Outreach via .CSV File