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