The purpose of this article is to provide direction to Outreach Admins in configuring how Outreach manages Prospect imports with the same email address from Microsoft Dynamics.
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 Dynamics record.
Note: Outreach will not automatically enable the option to remap the Outreach Prospect to the applicable Dynamics record.
Configure How Outreach Manages Prospect Imports with Duplicate Email Addresses
- Access the Outreach Platform.
- Click the user's initials in the navigation sidebar.
- Click Prospects under the System Config section in the settings panel.
- Select the applicable option from the How do you want to handle prospect imports with the same email address?: dropdown menu.
- Click Save