The purpose of this article is to provide direction to Outreach admins in adding and configuring different fields in the opportunity stage object to sync with Salesforce.
- Outreach Admins
Before This Procedure, Outreach admins have:
How To Sync Opportunity Stages in Outreach
- Access the Outreach Platform.
- Access the CRM Plugin.
- Click the Opportunity Stage object.
- On the Opportunity Object page, click Fields.
- On the Fields page, add and map the applicable fields.
- Click to enable the Update In option as applicable.
- Click Save. The Fields have been added to the Opportunity Stage object and will sync the applicable data between the CRM and Outreach.