Record Management

General

• Multi-User Assignment Migration Overview
• Multi-User Assignment APIs
• How to Set Up Multi-User Assignment
• Multi-User Assignment Overview
• How To Create a Custom List View in Outreach
• How To Create a Custom Smart View in Outreach

See all 8 articles

Prospects

• Recommended Phone Number Formatting
• Outreach Prospect Listview Overview
• Outreach Prospect Profile Overview
• How To Add Tags to Outreach Records
• How To Import Records into Outreach via .CSV File
• Import Leads, Contacts and Accounts from the Salesforce List View with Outreach Everywhere

See all 22 articles

Accounts

• Outreach Accounts List View Overview

Opportunities

• How To Associate Email Activities with Opportunities
• How To Add Opportunity Stages To Outreach
• Opportunities List View Overview
• Import Opportunities from a Salesforce Report
• Assign a Prospect to an Opportunity
• Assign Outreach Action to an Opportunity