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Record Management

Accounts

  • Accounts Overview
  • How To Access Accounts in Outreach
  • How To Create a Custom View for Accounts
  • How To Import Accounts via .CSV File

Prospects

  • Prospect List Views Overview
  • Prospect Profile Overview
  • How To Add Tags to Records
  • Prospects & Accounts List View FAQ
  • Prospect and Accounts View: Advanced Filtering
  • Navigate Prospect and Accounts Views in Outreach
See all 32 articles

Opportunities

  • How To Associate Email Activities to Opportunities
  • How To Add Opportunity Stages To Outreach
  • Opportunities Overview
  • Governance Profile Settings for Outreach Opportunities
  • Import Opportunities via CSV
  • Import Opportunities from a Salesforce Report
See all 11 articles
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