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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

  • Outreach User Admin Settings: Logo Overview
  • Outreach User Admin Settings: General Org Overview
  • Claim Your Outreach Account
  • Navigating the 360° View Dashboard
  • Outreach User Admin Settings: Org Voice Overview
  • Outreach User Account Setup Settings Overview
See all 13 articles

Basic Setup

  • Outreach User Basic Account Info
  • Customizing List View Columns in Outreach [Beta]
  • How to connect Office 365 mailbox to Outreach using Microsoft Graph
  • How To Connect a Primary Email to Outreach
  • How To Connect Exchange Master Service Account (MSA) to Outreach
  • How To Connect a Calendar to Outreach
See all 9 articles

Additional Orientation Information

  • Outreach Cloud Infrastructure and Data Hosting Frequently Asked Questions
  • Outreach Glossary
  • Privacy Compliance
  • The Outreach Status Page
  • The Outreach Billing Portal
  • International Support in the Outreach User Interface
See all 11 articles
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