Record Management

Accounts

• Accounts Overview
• How To Access Accounts in Outreach
• Tagging Prospects & Accounts
• How To Create a Custom View for Accounts
• How do I change account ownership?
• Import Accounts via CSV

Prospects

• Prospect Views Overview
• Prospect Profile Overview
• Prospects & Accounts List View FAQ
• Prospect and Accounts View: Advanced Filtering
• Navigate Prospect and Accounts Views in Outreach
• How To Import Prospects via CSV File

See all 34 articles

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
• Assign a Prospect to an Opportunity

See all 10 articles