Opportunities Custom Fields

Purpose:

The purpose of this article is to provide information to Outreach users regarding custom Opportunity fields in Outreach.

Outreach comes with many standard fields to accommodate your Outreach-Salesforce field configuration, but we know it's important that your field mapping is custom to your company. With custom fields, you can create exactly the fields you need to hold the information that's most important about your Opportunities. In essence, custom fields help accommodate non-standard fields in Salesforce that you want to use in Outreach. 

Intended Audience

• Outreach Users

Opportunities Custom Fields

1. Access the Outreach Platform.
2. Click the user's initials on the bottom left-hand corner of the navigation sidebar.
3. Click Opportunity under the System Config section in the Settings panel.
4. You'll see a list of custom fields where you can create labels, which will help you identify what information is being pulled into Outreach from Salesforce. 

Once a custom field label has been entered and saved, that field will be available in the Opportunity settings.

Naming your custom fields is helpful to keep everything linear across the whole org and ensure people are importing the correct information into the correct custom fields. This also allows them to show up as a named field on the prospect level and within the Salesforce plugin field mappings on the lead and the contact objects. 

Note: Outreach Custom fields are limited to 30k characters.