-
How To Assign Collections to Teams
-
How To Create Collections in Outreach
-
How come the Collections field is grayed out and I cannot edit it on my content (sequences, templates, snippets)?
-
Monitor the progress of Revenue agent
-
Schedule Workflows for Research Agent
-
Outreach Research Agent Overview
-
Web Search Support for Personalization Agent Overview [Beta]
-
Outreach Best Practices for Creating Personalization Agents
-
Create and Use Personalization Agents in Outreach
Onboarding (2)
Welcome to Onboarding! Here you will find content that focuses on the introduction of the primary functions required to get started and knowledgeable about Outreach for day-one users.
-
Admin Configuration of Outreach app for Slack
-
Why am I getting this message: "You have a version Update" Refresh now?
-
Configuring User Access to Outreach Support in Profile Settings
-
Support for Salesforce Field Level Security
-
Not seeing records and activity (calls, emails, tasks) from users on your team.
-
How to Solve Being Required to Reset Password When Logging into Outreach
-
Automatic Outreach Call Recording Deletion
-
Outreach Email Retention
-
Do org-level email limits apply to one-off emails?
-
Enhanced Multi-User Assignment Overview
-
How to Set Up Multi-User Assignment
-
How do I disable Multi-User Assignment (after setting it up)?
Product Release Notes (5)
View Outreach product and feature updates by calendar year and release. See what's new in Outreach here!
-
Outreach Product Release Notes - December 2025
-
Outreach Product Release Notes - November 2025
-
Outreach Product Release Notes - October 2025
-
Outreach Product Release Notes - November 2024
-
Outreach Product Release Notes - October 2024
-
Outreach Product Release Notes - September 2024
Strategies & Optimization (8)
Looking for best practices and guidance to turbocharge your Create & Close strategy with Outreach? Review our guides below, and check back for updates! And be sure to visit the NEW Outreach Success Center to connect with even more learning resources and register for upcoming webinars!
-
DRAFT Sales manager workflows for Outreach Reporting
-
Sales Manager Workflows for Forecasting
-
Sales Manager Workflows for Rep Coaching and 1:1's
-
Overdue Tasks & Stalled Prospects Clean-Up
-
Manage Objections & Follow Up Workflow
-
Cleaning Up Your Outreach Sequences
-
How To cancel scheduled emails in bulk?
-
The Outreach Email Deliverability Playbook
-
Outreach’s Best Practices for Personalizing Emails
-
Outreach Content Best Practices
-
How to Build an Effective Content Committee
-
Content Cleanup Best Practices
Outreach Support (4)
Learn about Outreach Support offerings and resources, how to open and manage support tickets, and how to manage your billing and payments. Also look here for general information on Outreach, including a complete, living glossary and reference material on data operations and regulation compliance.