Configure How Outreach Manages Prospect Imports with Duplicate Email Addresses

Objective

Manage how Outreach treats Prospect imports with the same email address when importing from your CRM.  

If a Prospect with the same email address already exists in the Outreach platform, Outreach allows users the ability to remap the Outreach Prospect to the applicable CRM record. 

Note: Outreach will not automatically enable the option to remap the Outreach Prospect to the applicable record.

Applies To

• Outreach Admins

Procedure

1. Access the Outreach Platform. 
2. Click Administration.
3. Click Records > Prospects. 
4. Under How do you want to handle prospect imports with the same email address? select the preferred option from the dropdown menu:
   • Prevent prospect imports with same email - Prospects in the import that have the same email address as an existing Prospect in your Outreach org will not be brought in.
   • Allow users to select the preferred Prospect by ID - When a Prospect being imported has the same email address as an existing Prospect in your Outreach org, the user executing the import will be presented with the option to select which Prospect to retain in the system.
     
5. Click Save