The purpose of this article is to provide direction to Outreach users in accessing Accounts in Outreach.
In Outreach, users store information about customers using Accounts and Prospects. Accounts are companies that users are doing business with, and Prospects are the people who work for these companies.
Accounts in Outreach allow users to connect and view data for all Prospects associated with a specific account. Once Prospects are added to an account, you can view data-driven insights alongside open and historical Prospect Tasks, Emails, Calls, Sequences, and Activities.
How To Access Accounts in Outreach
- Access the Outreach Platform.
- Click on the Accounts icon (briefcase) in the navigation sidebar.
On the Accounts landing page, users can view, access, and update Accounts as applicable.
For more information regarding Account creation and configuration, refer to the applicable articles.