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Onboarding

Welcome to Onboarding! Here you will find content that focuses on the introduction of the primary functions required to get started and knowledgeable about Outreach for day-one users.

Outreach Platform Introduction

  • Claim Your Account
  • 360° View
  • Settings Overview
  • Smart Views Overview
  • Favorites
  • How To Search In Outreach
See all 12 articles

Basic Setup

  • How To Connect a Primary Email to Outreach
  • How to Enable Voice Services in Outreach
  • Connect to Outreach using an Exchange Master Service Account (Exchange Impersonation)
  • How To Connect a Calendar to Outreach
  • Installing the Outreach Everywhere Chrome Extension
  • How To Reset Outreach Login Password - User Process
See all 7 articles

Additional Orientation Information

  • How To Submit a Support Request
  • Contact Support Best Practices
  • The Outreach Status Page
  • The Outreach Billing Portal
  • International Support for Outreach
  • California Consumer Privacy Act (CCPA) FAQs
See all 12 articles
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