The purpose of this article is to provide information to Outreach users regarding the Prospects page in Outreach.
For more information on sorting and filtering the Prospect view, refer to the How To Create a Custom View for Prospects in Outreach article.
- Outreach Users
Prospects List View
- Access the Outreach Platform.
- Click the Prospects icon (double silhouette) in navigation sidebar.
Filters and Searching
The enhanced Prospects landing page allows users to quickly add filters and search Prospects based on specified criteria.
Users who have a specific requirement in how they view prospects can apply their specified criteria and save the view for an even quicker navigation experience.
For more information on sorting and filtering the Prospect page, refer to the How To Create a Custom View for Prospects in Outreach article.
Sort By Columns
Users also have the option to sort Prospects by column. Either click the column header or the dropdown arrow and select the applicable sorting options.
Users can preview all of their Prospect records with Infinite Scroll.
For more information on how to configure and access these features, refer to the related articles.