How to create a Prospect in Outreach

Created by Alain T, Modified on Mon, 9 Feb at 11:01 PM by Alsabana Sahubarali

Objective

The purpose of this article is to guide Outreach Users and Admins on the steps to create a Prospect in the Outreach platform.

Applies To

  • Outreach User
  • Outreach Admin

Procedure

  1. In the Outreach platform, open the Prospects List View.
  2. Click the "+Prospect" button on the top right corner of the page.Screenshot 2024-07-18 at 11.34.33.png
  3. Enter the prospect's details and click the "Add" button.

Additional Information

The user must have the correct permission to create a prospect. 

 

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