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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

  • Using Keyboard Shortcuts in Outreach
  • 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
See all 14 articles

Basic Setup

  • How do I submit a password reset request?
  • Using the Onboarding Wizard
  • I’m Not Receiving Notifications for My Outreach Activity
  • Asked to Setup Account Every Time I Access Outreach
  • How to edit my Outreach user basic information
  • Customizing List View Columns in Outreach
See all 13 articles
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