Note: Feature(s) Pending RolloutFeatures and functionality described on this page are part of our May 2025 release, which is rolling out to eligible customers May 15-June 11, 2025. See our Release Notes here to learn more. |
Objective
The Outreach Activity Feed provides users with an efficient way to see action within the platform and can be configure to display specific content.
Applies To
- Outreach Users
Before You Begin
- Outreach automatically filters out the bottom 1% to not skew metrics as one email delivered and opened will result in 100% open rate and skew the top performing sequences.
Overview
The activity feed is available in the following locations within Outreach
- The 360 Homepage
- Individual Prospects and Accounts
- Individual Sequences
- Individual Triggers
- Note: The activity feed for triggers is not filterable
- Within the CRM Plugin
- Note: External is not a filterable option for the CRM Plugin.
Filters
Each activity feed can be filtered to display specific content as described in the tables below.
Engagement Activity
Filter | Description |
---|---|
Calls |
|
Emails |
|
Meetings |
|
Prospects |
|
Texting Interaction | Displays content by texting interactions if enabled. For more information regarding texting, refer to the Texting FAQs article. |
Tasks Completed | Displays content by completed tasks. |
Notes:
Users can filter content based on notes by type:
- Note Created (Beer)
- Note Created (Call)
- Note Created (Coffee)
- Note Created (Meeting)
Record Update
Users can filter content based on the record type as described in the table below:
Filter | Description |
---|---|
Account |
|
Calls |
|
Org Updated | Displays org update records. |
Prospects |
|
Tags |
|
Users |
|
System Update
Users can filter content by system update records based on the criteria below:
Filter | Description |
---|---|
Account Updated | Displays account update records. |
Calendar |
|
Import Created | Displays import records. |
Mailbox |
|
Opportunities |
|
Plugins |
|
Plugin Fields |
|
Plugin Mapping |
|
Plugin Type Mapping | Displays plugin records based on when the type mapping was updated. |
Rulesets |
|
Schedule |
|
Sequences |
|
Sequence Steps |
|
Sequence Templates |
|
Snippets |
|
Stages |
|
Tasks |
|
Team |
|
Templates |
|
Triggers |
|
Users |
|
External
The following applies:
Filter | Description |
---|---|
Sendoso |
|
Livesend Activity | Livesend Activity |
Vidyard |
|