How To Sync Opportunity Stages in Outreach

Purpose: 

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.  

Intended Audience: 

• Outreach Admins

Before This Procedure, Outreach admins have: 

• Added an Opportunity Stage to Outreach
• Mapped an Opportunity Stage in Outreach

How To Sync Opportunity Stages in Outreach 

1. Access the Outreach Platform. 
2. Access the CRM Plugin. 
3. Click the Opportunity Stage object. 
   
4. On the Opportunity Object page, click Fields. 
5. On the Fields page, add and map the applicable fields.
   
6. Click to enable the Update In option as applicable. 
7. Click Save. 
   The Fields have been added to the Opportunity Stage object and will sync the applicable data between the CRM and Outreach.