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How To Access CRM Plugin Settings in Outreach

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Khaled A
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Objective

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.

Note: you need to have and Admin Profile to access the Administration Settings.

Applies To 

  • Outreach Admins 

How To Access CRM Plugin Settings in Outreach

  1. Access the Outreach Platform. 
  2. Access the Administration Settings menu from the bottom left corner of the navigation sidebar. 
  3. Under the Integrations section, click CRM.

Additional Information

CRM Integrations 

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