Enabling and Managing the Personalized Homepage Experience

IMPORTANT NOTICE: From June 15 through September 30, 2026, we will begin migrating all remaining users to the personalized homepage and deprecate the legacy 360 homepage experience.  Expect to receive more communications throughout this transition. Please contact your account rep or support for more information.

Objective

Turn on the Personalized Homepage Experience in your Outreach org, allowing each user to set up a home page tailored to the most relevant information, workflows, and insights for them.

Applies To

• Outreach Admins

Procedure

1. Access Outreach as an Admin.
2. From the left bar, navigate to Administration > Organization > Org info.
3. On the Organization page, scroll down to the Personalized Homepage Experience section.
   
4. Click the Edit button.
5. In the resulting Enable Personalized Homepage Experience pop-up, review the information then click the Enable button to activate the experience across your org.
   

Note: Once enabled for the org and if no default homepage is enforced by Admins, all users will see a welcome message the next time they return to the homepage and be prompted to select one of the homepage templates to start from. Learn more about individual user setup options in the Personalized Homepage Experience Overview.

Assign and Create a Default Homepage

Assign a Homepage Default Layout

Navigate to Administration > User Management > Access Control to get to the settings for selecting a default layout. 

Outreach layouts are always available as a selection. Any custom layouts created will be visible in the dropdown upon sharing the layout.

At the Org Level

To set a layout for the entire organization, click on Layouts to see the drop down for Homepage.

At the Profile Level

To set a layout for a specific profile group, select the target profile group and navigate to the Sales intelligence tiles section of the settings to see the drop down for Homepage.

Note: Layout selected at the Profile level will override any default layout set at the org level.

Create a Custom Homepage Layout

To create custom layout for your organization or for a specific team, navigate to the homepage screen after personalized homepage has been enabled.

Note: If a default tile layout was not set at the org level or for your respective profile level, you will still need to complete the onboarding survey upon return to the homepage. 

1. Click on Manage Layouts.

You have the option to create a layout from scratch through the New Layout button. Alternatively, you can duplicate an Outreach layout or any other available layouts from the drop down. 

2. Set a name for the layout then customize the design to your preference 

Drag and drop tiles available in the tile library. Adjust the sizing as needed. Full list of tile capabilities here.

3. Save the layout and share 

Make sure to share the layout and set to be seen by everyone so the option can be visible in the settings.

Note: Setting a layout as default from the drop down below only changes your default homepage view. To set a default layout for the organization or teams, go to settings.