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How To Sequence Prospects in Outreach from the Salesforce List View

Chris
Updated

Objective

The purpose of this article is to provide direction to Outreach users in sequencing Prospects from the Salesforce List View. 

Applies To

  • Outreach Users

Procedure

How To Sequence a Single Prospect from the Salesforce List View

  1. Create a Salesforce list view of the prospects you're interested in sequencing.
  2. To sequence a single prospect, click on the Outreach icon next to the prospect's name. The Outreach Everywhere extension will open. 
    Note: If the prospect does not yet exist in Outreach, you will be presented with an option to import this prospect. Once you proceed, the prospect will be created and the information that your admin has mapped from Salesforce to Outreach will automatically be added to the prospect profile in Outreach.
  3. Under the prospect name, click on the button with the paper airplane.
  4. Select the sequence you'd like to use by filtering by Collection, using the search, or scrolling through the list of available sequences. You can select "Show steps" if you want to preview the steps in the sequence.
  5. Next, you can decide if you want this prospect sequenced independently (this is the default) or if you'd like to add an additional recipient, for example another prospect or one of your colleagues. If you'd like to add an additional recipient select "+ Add". This will group the prospects on the Sequence. Grouped means that all of the prospects will be included on the same email thread (on To or Cc).  The prospect marked as the primary will be added to the "To" field. All other prospects will be added to the "CC" field.
  6. If you'd like to modify any of the email steps within the sequence right now, you can do so by selecting "Edit Steps". This allows you to customize both Auto Email and Manual Email steps at once. For Manual Email steps you will still receive a task once that step becomes due, at which point you can include additional customization. If you do not see the Edit Steps option you may have this permission turned off. Check with one of your admins to enable this option. Once you are satisfied with your edits, hit "Done".
  7. If you would like to specify when the first step of the Sequence starts, simply select the clock icon and choose the date and time you'd like the sequence to begin.
  8. Once you have made all of your modifications click "Add to Sequence". From here, you will get a confirmation to let you know that there were no errors. If we did notice an error, we'll surface an  error message and give you a note on how to make adjustments.

Sequence a List of Prospect from the Salesforce List View

  1. Create a Salesforce list view of prospects you'd like to sequence. Select the list from "Recent Lists". Check the boxes next to the prospects you'd like to import to Outreach and select the "Import to Outreach" button.
  2. The Outreach Everywhere extension will open with the list of prospects. Select the prospects from the list and click on the icon with the three dots. Select the "Sequence" option.
  3. Select the sequence you'd like to use by filtering by Collection, using the search, or scrolling through the list of available sequences. You can select "Show steps" if you want to preview the steps in the sequence.
  4. Next, you can decide if you want this prospect sequenced independently (this is the default) or if you'd like to add an additional recipient, for example another prospect or one of your colleagues. If you'd like to add an additional recipient select "+ Add". This will group the prospects on the Sequence. Grouped means that all of the prospects will be included on the same email thread (on To or Cc).  The prospect marked as the primary will be added to the "To" field. All other prospects will be added to the "CC" field.
  5. If you'd like to modify any of the email steps within the sequence right now, you can do so by selecting "Edit Steps". This allows you to customize both Auto Email and Manual Email steps at once. For Manual Email steps you will still receive a task once that step becomes due, at which point you can include additional customization. If you do not see the Edit Steps option you may have this permission turned off. Check with one of your admins to enable this option. Once you are satisfied with your edits, hit "Done".
  6. If you would like to specify when the first step of the Sequence starts, simply select the clock icon and choose the date and time you'd like the sequence to begin.
  7. Once you have made all of your modifications click "Add to Sequence". From here, you will get a confirmation to let you know that there were no errors. If we did notice an error, we'll surface an  error message and give you a note on how to make adjustments.

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