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

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Opportunities

• How To Associate Email Activities with Opportunities
• How To Add Opportunity Stages To Outreach
• Opportunities List View Overview
• Governance Profile Settings for Outreach Opportunities
• Import Opportunities via CSV
• Import Opportunities from a Salesforce Report

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