How To Add Opportunity Stages To Outreach

Purpose: 

The purpose of this article is to provide direction to Outreach admins in adding Opportunity Stages to Outreach. 

Intended Audience: 

• Outreach Admins

Notes:

• Opportunity Stages must be added to the stage options in Outreach prior to configuring Opportunity Stages in the CRM plugin. 
• Opportunity Stages must be mapped exactly as they appear in the CRM plugin, including spelling, capitalization, etc. 

How To Add Opportunity Stages To Outreach

1. Access the Outreach Platform. 
2. Click the user's initials in the bottom left-hand corner of the navigation sidebar. 
3. Click Opportunity under the System Config section in the navigation panel. 
4. On the Opportunities Settings page, click Stages in the menu bar.
   
5. Click Add in the upper right-hand corner of the Opportunities Settings page. 
6. Input the applicable stage information and click Save.
   
   The new Opportunity Stage appears in the Stages list. 

Repeat steps 5 & 6 until all applicable Opportunity Stages are created.