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How To Access CRM Plugin Settings in Outreach

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Chris
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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.

Applies To 

  • Outreach Admins 

How To Access CRM Plugin Settings in Outreach

  1. Access the Outreach Platform. 
  2. Access the Settings menu from the bottom left corner of the navigation sidebar. 
  3. Under the System Config section, click Plugins.
  4. Find the plugin you want to work with and click on it to navigate to the plugin-specific settings.

Additional Information

CRM Integrations 

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