Assign a Prospect to an Opportunity

Purpose:

The purpose of this article is to provide direction to Outreach Users in assigning a Prospect to an opportunity.

This article discusses assigning Prospects to an opportunity outside of sequences. For more information regarding adding Prospects to a Sequence from the Opportunities tab, refer to the How To Add a Prospect to a Sequence from the Opportunities List View.

Access the Outreach Platform.
Click on the Prospects icon (double silhouette) in the navigation sidebar.
Click on the applicable Prospect.
Click Add under the Open Opportunities section in the Prospect's info panel.
Select the applicable role from the Role: dropdown menu.
Select the applicable opportunity from the Opportunity: dropdown menu.
Click to identify if the contact is a primary point of contact as applicable.
Click Assign.

The Prospect is added to the selected opportunity as configured.

Access the Outreach Platform.
Click the Opportunities icon (dollar sign) in the navigation sidebar.
Click the applicable opportunity.
Note: Search and filter, or apply a Smart View to locate a specific opportunity. For more information regarding opportunity Smart Views, refer to the How to Create a Custom View for Opportunities article.
Click the Edit button and select Add Prospects from the dropdown menu.
Input the applicable Prospects in the Prospects: dropdown menu.
Input the applicable role in the Role: dropdown menu.
Click to identify if the Prospect is a primary point of contact for this opportunity as applicable.
Click Assign.

The Prospect is added to the opportunity as configured.