Purpose:
The purpose of this article is to provide direction to Outreach Users in assigning a Prospect to an opportunity.
Intended Audience:
- Outreach Users
Notes:
- 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.
Assigning a Prospect to an Opportunity via Prospect Profile:
- 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.
Assigning a Prospect to an Opportunity via Opportunity Tab:
- 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.
Additional Resources:
How To Create a Custom View for Opportunities
How to Add a Prospect to a Sequence from the Opportunities List View
How to Add Opportunity Stages to Outreach