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  4. General Record Management

General Record Management

  • How are Prospects>Sort by fields calculated
  • How To Cancel An "In Progress" Import
  • How to View a List of Records via Bulk Actions and Import Logs
  • Unable to listen to Calls Recordings, 'play icon' is missing
  • Can I listen to Recorded Calls?
  • What is the difference between "Account Name" and "Company Name"?
  • How to Add Notes for Prospects and Accounts
  • How To Add A New Tag To A Sequence
  • How to Edit Tags in Outreach
  • Can I merge two records in Outreach?
  • Can I Delete Users in Outreach?
  • Can I work out of Outreach in multiple Chrome 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
  • Change Not Saved Error for Records in Outreach
  • Can Accidentally Deleted Records be Recovered?
  • Multi-User Assignment APIs
  • How To Create a Custom List View in Outreach
  • List View Filter Options
  • "The selected CSV file contains no data" Error
  • Can Users be Deleted Within Outreach?
  • How To Delete Tags From Outreach Records
Resources

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