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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
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