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  2. Record Management

Record Management

General

  • How to Edit Tags in Outreach
  • Can I merge two records in Outreach?
  • How to Delete Users in Outreach?
  • Can I work out of Outreach in multiple browser windows and tabs?
  • What time zone is displayed when I view activity and data - Is it relative to the Org, owner/executioner, or user viewing it?
  • How to delete meetings in bulk
See all 12 articles

Accounts

  • Can I import an Account record into Outreach without an Account Email?
  • Outreach Accounts List View Overview

Multi-User Assignment

  • Multi-User Assignment Overview
  • How to Set Up Multi-User Assignment
  • How to set up Multi-User Assignment with your CRM
  • How to Test Multi-User Assignment Setup
  • Multi-User Assignment Migration Overview
  • How do I disable Multi-User Assignment (after setting it up)?

Opportunities

  • Opportunity Variables Overview
  • What to check when contacts are not associating to Opportunities when you sync them
  • How To Associate Email Activities with Opportunities
  • How To Add Opportunity Stages To Outreach
  • Opportunities List View Overview
  • Import Opportunities from a Salesforce Report
See all 8 articles

Prospects

  • How to generate a list of records that are associated to a Salesforce record
  • Can I delete existing Tags from Outreach?
  • Error when attempting to view a prospect record
  • Overview and understanding of the prospect's Emails tab page
  • Recycled Prospects FAQ
  • Import error: "Record not found"
See all 38 articles
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