Purpose:
The purpose of this article is to provide an introduction to Outreach Users regarding the Accounts List View in the Outreach Platform.
Users store information about customers in Outreach using Accounts and Prospects. Accounts can best be described as companies, and Prospects are those who work for said companies.
Accounts in Outreach allow Users to connect and view data for all Prospects associated with a specific account. Once Prospects are added to an Account, Users can view data-driven insights alongside open and historical Prospect tasks, emails, calls, sequences, and activity.
Contents:
The following topics are discussed in this article:
Intended Audience:
- Outreach Users
Notes:
- This article provides introductory information to Outreach Users regarding the various features and settings available in the Outreach Platform. Some settings and features may require additional steps for configuration. For more information regarding some of these topics, refer to the Additional Resources section of this article.
Accessing Accounts:
- Access the Outreach Platform.
- Click the Accounts icon (briefcase) in the navigation sidebar.
Accounts List View Layout:
Outreach organizes Accounts into a List View - a column-based view that provides Users several options to sort and filter, and display Accounts.
For more information regarding sorting and filtering the Accounts List View, refer to the How To Create a Custom List View in Outreach article.
The Accounts List View is separated into the following columns:
- Name
- Tags
- Sequences
- Emails
- Status
- Owner
Each column houses information specific to the Account.
Name:
This is the Account Name given by the Owner when the Account was imported or added to Outreach.
Outreach displays the number of Prospects within an Account below the Account Name in the Name column.
Click the Account name to navigate to the Account Profile.
For more information regarding an Account Profile, refer to the Outreach Account Profile Overview article.
Note: Click the Accounts heading in the Outreach Platform to return to the Accounts List View.
Tags:
The Tags column displays Tags given by the Owner of the Account.
Users can click a Tag to display only Accounts that contain that specific Tag.
For more information regarding tags, refer to the How To Add Tags to Outreach Records article.
Sequences:
The Sequence column displays how many Prospects, if any, from the corresponding Account are active or inactive in a Sequence.
Hovering over the Inactive status in the Sequence column displays additional information regarding the inactive status.
Users can click a Sequence status to navigate to the Sequence the Account is being processed through.
For more information regarding sequences, refer to the Sequence Overview article.
Emails:
The email column displays the Email activity a particular account has received over the course of 12 months.
Hover over the Email graph to display a more detailed summary of email activity.
For more information regarding Email activity refer to the applicable content in the Additional Resources section of this article.
Note: Click the Accounts heading in the Outreach Platform to return to the Accounts List View.
Status:
The Status column displays status information for Tasks, Opportunities, and CRM-Association if applicable.
Users can click an icon to navigate to the corresponding landing page.
For more information regarding statuses, refer to the applicable content in the Additional Resources section of this article.
Note: Click the Accounts heading in the Outreach Platform to return to the Accounts List View.
Owner:
The Owner column displays the User assigned to an Account.
For more information regarding Owners, refer to the applicable content in the Additional Resources section of this article.
Additional Resources:
How To Import Accounts via .CSV File
How To Create a Custom List View in Outreach
How To Add Tags To Outreach Records
How To Assign Ownership To Outreach Records
Email Activity Insights Overview
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