Sales Engagement

Record Management

Voice

User Actions

Content Creation

Insights & Reporting

• Team-Based Governance for Reporting
• How to Use Custom Reporting Layouts
• Can columns in Team & Sequence Performance be customized?
• Pipeline Generation Report Overview
• Team Activity Report Overview
• What happens to reporting when users are moved to different teams?

Collections

• How come the Collections field is grayed out and I cannot edit it on my content (sequences, templates, snippets)?
• How To Create Collections in Outreach
• How To Assign Collections to Outreach Content
• How To Assign Collections to Teams

Outlook

• What version of the Outreach for Outlook Add-in do I have?
• Unable to Use Outreach Functionality in my Outlook
• How to Install Outreach Sales Engagement Outlook Add-In 3.0
• Outreach Sales Engagement Outlook Add-In 3.0 Overview
• Outreach Sales Engagement Add-In for Outlook FAQ
• 'Approval Required' error when connecting Office 365/Outlook mailbox

Outreach Mobile App

• Outreach Mobile App Overview [BETA]