Favorites

Purpose:

The purpose of this article is to provide information to Outreach Users regarding favorites. 

With Outreach favorites, you’ll easily be able to keep track of the content, prospects, and accounts that you engage with most frequently, or that need to be kept top-of-mind.

Intended Audience: 

• Outreach Users

Favorites Overview

Favorites can be added to:

• Outreach content (snippets, templates, and sequences)
• Prospects
• Accounts
• Opportunities

The steps outlined below are specific to Accounts, but can be applied to any list view listed. 

Click into the list view that you’re interested in. To the left of the list, you’ll see stars. When clicked, the star will highlight yellow, indicating that the item has been favorited.

On the views & filters drawer, you have the ability to sort and filter your list view by favorited items.

A smart view of your favorites is already created for you. You can add additional filters and save a new smart view for quick access to the list of favorites that makes the most sense for you.