How to identify prospects or accounts in Outreach that are not synchronized with your CRM

Created by Donatien Rodriguez, Modified on Mon, 9 Feb at 11:01 PM by Alsabana Sahubarali

Objective

This article provides instructions on how to locate prospects or accounts within Outreach that are not currently synced with your CRM.

Applies to

Outreach Users

Procedure

Log in to your Outreach account.
Go to Prospect or Account menu.
Click on 'Add Filter' and select 'Integration record type is empty'.

Note: You can add or remove any applicable filters if needed and you'll notice a greyed out cloud icon in the record status, confirming that records are not synced.

Additional Information

How do I tell if my activity synced to my CRM?