Configure How Outreach Manages Prospect Imports with Duplicate Email Addresses

Objective

Manage how Outreach treats Prospect imports with the same email address when importing from your CRM, specifically when using the 'View in Outreach' CRM decoration .  This does not apply when making use of the 'Import to Outreach' CRM decoration, even if only one Lead/Contact is selected, as each record is processed in 'batch mode', which does not allow individual user prompts to be managed.  It also does not apply to using 'Bulk Create' to import new or updated Prospect information from a CSV file.

When clicking the 'View in Outreach' decoration to the left of the Lead/Contact name in your CRM, if a Prospect with the same email address already exists in the Outreach platform, Outreach will ask you if you wish to remap the Outreach Prospect to the CRM record or if you wish to leave the mapping unaltered.

Applies To

• Outreach Admins

Procedure

1. Access the Outreach Platform. 
2. Click Administration.
3. Click Records > Prospects. 
4. Under How do you want to handle prospect imports with the same email address? select the preferred option from the dropdown menu:
   • Prevent prospect imports with same email - Prospects in the import that have the same email address as an existing Prospect in your Outreach org will not be brought in.
   • Allow users to select the preferred Prospect by ID - When a Prospect being imported has the same email address as an existing Prospect in your Outreach org, the user executing the import will be presented with the option to select which Prospect to retain in the system.
     
5. Click Save