Outreach Global Navigation Menu Overview

Created by Aye Myat, Modified on Tue, 17 Feb at 2:32 PM by Aye Myat

Objective

The purpose of this article is to provide Outreach users and admins with an understanding of the Outreach global navigation menu.

Applies To

  • Outreach Users
  • Outreach Admins

Overview

The global navigation menu allows the following

  • Menu can be expanded into icons and text, or collapsed into icons only to maximize space
  • Administration menu takes up less horizontal space so there’s more room to work


 

Category Pages
Forecasting 
  • Forecast rollup
  • Scenario planner
Activity
  • Email outbox
  • Calls
  • Meetings
  • Tasks
  • SMS
  • Sequence states
Agents & AI
  • Revenue agents
  • Research agents
  • AI summaries
Content
  • Sequences
  • Templates
  • Snippets
  • Meeting types
  • Success plans
Reports
  • Pipeline movement
  • Team activity
  • Pipeline generation
  • Sales execution
  • Team performance
  • Sequence performance
Apps
  • Any connected integrations

The following features are only visible if your organization has configured forecasting and you have been granted access:

  • Pipeline Summary
  • Forecasting
  • Forecast Rollup
  • Scenario Planner
  • Pipeline Movement

The following feature is only visible if your organization is leveraging Outreach Kaia

  • Kaia

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