How To Access CRM Plugin Settings in Outreach

Purpose:

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.

Intended Audience: 

• Outreach Admins 

How To Access CRM Plugin Settings in Outreach: 

1. Access the Outreach Platform. 
2. Click the User's initials (avatar in the bottom left corner of the navigation sidebar. 
3. Click Plugins under the System Config section in the Settings panel.
   
4. Click the Plugin to navigate to the plugin-specific settings. 

Additional Resources: 

CRM Integrations