The purpose of this article is to provide an overview of the new Prospects List View to Outreach users.
For more information on configuring and customizing Prospects List Views, refer to the related articles.
Prospects List View
- Access the Outreach Platform.
- Click the Prospects icon in left-hand navigation sidebar.
Filters and Searching
The enhanced Prospects List View allows users to quickly add filters and search Prospects based on specified criteria.
For more information on sorting and filtering the Prospect List View, refer to the applicable articles.
Users who have a specific requirement in how they view prospects in the Prospects List View can apply their specified search and filter criteria and save the view for an even quicker navigation experience.
For more information on saving a unique view, refer to the How To Save A Prospect List View article.
Sort By Columns
Users also have the option to sort the Prospects List View by columns. Click a column header to sort ascending or descending.
Users can preview all of their Prospect records in the Prospects List View with Infinite Scroll.
For more information on how to configure and access these features, refer to the related articles.