How to add Account Information to Prospects

Objective

The purpose of this article is to provide direction to Outreach Users in applying previously created Accounts to Prospects.

Applies To

• Outreach Users

Notes

• Associating Accounts to Prospects will hide company related fields. 

Procedure

1. Access the Outreach Platform.
2. Click the Prospects icon (double silhouette) in the navigation sidebar. 
3. Click to select the applicable Prospects. 
4. Select Account from the Edit dropdown menu. 
5. Select the applicable Account to apply and click Save.