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
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
Accounts
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