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
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