How to Sequence Prospects on Behalf of Another Outreach User

Created by Joel Sandi, Modified on Fri, 13 Mar at 8:23 PM by Aravind Sundararajan

Objective

Easily put prospects into an Outreach sequence on behalf of another user in your org. The sequence steps will operate and messages fire as if the user had set up the sequence with the target prospects themselves.

Applies To

Outreach users

Before You Begin

Configure user permissions

Admins must configure the applicable permissions for users to send on another user's behalf. Depending on the user(s) in question, this may involve granting access to Prospects/Sequences/Mailboxes associated with them and their reports or anyone.

To manage these permissions as an Admin:

Navigate to Administration > User management > Access control.
Find and click on the applicable Profile associated with the user(s) who will be sequencing prospects on others' behalf.
Ensure to select appropriate permissions in these sections:
- Prospects
- Sequences
- Mail
Click Save to complete Profile configuration with the selected permissions.

Set up the outgoing mailbox

The mailbox from which a user would like to send must:

be associated with an active user in Outreach
be connected
have a send method enabled
have sync enabled

Procedure

In the Outreach platform, open the Prospects List View.
Select the applicable Prospects. (Adjust any filters as needed.)
Above the Prospects list, click the Sequence button.
In the Add to sequence window, select the applicable sequence to add the Prospect(s) to.
Just above the prospects list in the window, click Show Advanced.
In the Sequenced By dropdown menu, select the user you are sequencing on behalf of.
Complete configuring the sequence as applicable in the rest of the Add to sequence window.
When done, click Add to sequence.

Additional Information

See below to take other actions on behalf of users in your Outreach org: