Record Management

General

• How To Create a Custom List View
• How To Create a Custom Smart View
• List View Filter Options
• Smart View Filter Options

Prospects

• Prospect List Views Overview
• Prospect Profile Overview
• How To Add Tags to Records
• Prospects & Accounts List View FAQ
• How To Import Prospects via CSV File
• Import Leads, Contacts and Accounts from the Salesforce List View with Outreach Everywhere

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Accounts

• Accounts Overview
• How To Access Accounts in Outreach
• How To Import Accounts via .CSV File

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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