The purpose of this article is to provide direction to Outreach users in accessing CRM plugin settings within Outreach to update and manage syncing functionality between Outreach and a CRM.
For more information on adding a CRM plugin to Outreach, testing CRM syncing, and managing CRM functions, refer to the applicable articles.
- Outreach Admins
How To Access CRM Plugin Settings in Outreach:
- Access the Outreach Platform.
- Click the User's initials (avatar in the bottom left corner of the navigation sidebar.
- Click Plugins under the System Config section in the Settings panel.
- Click the Plugin to navigate to the plugin-specific settings.