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Assign Outreach Action to an Opportunity

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Chris
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Purpose: 

The purpose of this article is to provide direction to Outreach Users in assigning activities to Outreach Opportunities. 

When taking an action on a prospect, you now have the option to assign the activity to an Outreach opportunity. You can assign activity to an Outreach opportunity when creating a task, adding prospects to a sequence, sending an email (one-off or bulk), or logging a call. If there are automated actions taking place in the background (i.e. triggers set up by admins that are automatically adding prospects to a sequence), then admins can select a fallback behavior in the org settings.

Intended Audience: 

  • Outreach Users

How to Assign Activities to Outreach Opportunities: 

  1. Take an action on a prospect, either adding them to a sequence, sending them an email from Outreach, or logging a call.
  2. On the activity, there will be a section labeled “Opportunity”. You’ll have two options
    • Associate with a specific opportunity - Any opportunities associated with this prospect will appear. You can select the correct opportunity to link this activity to from the dropdown.
    • Do not associate with an opportunity - The activity will not be associated with any opportunities.
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  3. If assigning the activity to the Opportunity, you’ll see the activity appear in the Opportunity activity list.
    Note: Currently we cannot tie a prospect to an Opportunity while taking action if they are not already assigned to an Opportunity.

Create a Fallback for Actions Taken Automatically in Outreach

For actions without user involvement (i.e. triggers adding prospects to a sequence), admins can select a fallback behavior: associate with last created opportunity, do not associate with any opportunity

  1. Click on the initials on the bottom left hand corner of the Outreach platform.
  2. On the settings panel that appears, find the section labeled “System Config” and select “Opportunity”
  3. On the Opportunity settings page, find the section labeled “Basic Info.” You’ll see a question that asks, “How do you want to associate actions to Opportunities?” You’ll have a few options:
    • Most recently created open - Associates that activity to the most recent open Opportunity. Outreach will look for the Salesforce creation date first and, if not present, will fallback to associate to the date the Opportunity was created in Outreach.
    • Most recently updated open - Associates the activity to the Opportunity that has most recently been updated.
    • Do not associate with an opportunity - The activity will not be associated with any opportunities.

Note: The option you choose will be the default option that appears for users when taking manual actions in Outreach (eg. adding prospect to a sequence) and the behavior that applies for automated actions (eg. triggers). Regardless of the fallback setting chosen, the dropdown menu will default to "Do Not Associate" if the prospect is not yet associated with an Opportunity.

 

Additional Resources: 

Outreach University - Outreach Opportunity Sync

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