How To Enable Adding Prospects To Transactional Sequences

Purpose: 

The purpose of this article is to provide direction to Outreach users in enabling the addition of Prospects to a transactional sequence. 

Note: Because Transactional Sequences allow communication with a Prospect to take place outside of their opt-out settings, Outreach recommends discussing any legal questions with your company's corporate lawyer to determine what is considered transactional material and content. 

How To Add Prospects To Transactional Sequences

1. Access the Outreach Platform. 
2. Click the user's initials in the bottom left-hand corner of the navigation sidebar. 
3. Click Profile under the User Admin section of the Settings navigation panel. 
4. Click the applicable profile. 
5. Select Permitted from the Use Transactional Sequences: dropdown menu. 
6. Click Save.