How To Configure Outreach Success Criteria

Purpose:

The purpose of this article is to provide direction to Outreach Users in creating Success Criteria for an Outreach Success Plan.

The Success Criteria of an Outreach Success Plan provides a collaborative space for Users and Prospects to align and strategize criteria demands required to close the deal.

Intended Audience:

• Outreach Users

Notes:

• There are five primary processes in creating an Outreach Success Plan:
  • Creating an Outreach Success Plan
  • Configuring a Timeline
  • Defining Success Criteria
  • Adding Resources
  • Identifying Teams
• This article discusses the third process: Defining Success Criteria. For more information regarding additional processes required to complete a Success Plan, refer to the applicable content in the Additional Resources section of this article.
• This article illustrates the process of creating Success Criteria after completing the How To Configure an Outreach Success Plan Timeline process. Users can apply the direction of this process in editing or modifying Success Criteria.

How To Configure a Outreach Success Criteria:

1. Access the Outreach Platform.
2. Access the applicable Outreach Success Plan.
3. Click Success Criteria in the menu bar.
4. Click +Add a Section as applicable.
5. Click the criteria to rename.
6. Click +Add to add new criteria.
7. Complete the criteria details based on the information in the table below:

   Option	Description
   Name	Name of the Success Criteria
   Description	A detailed description of the criteria.
   Resources	Resources relevant to the success plan. Note: Added resources are available in the Resources tab of a Success Plan for quick access.
   Comments	Comments relevant to the success of the plan.
   Visibility	Provides Users the ability to govern how an event is shared.
   Delete	Remove the criteria.

   Note: Criteria details are captured as added therefore there is not a save option; however, Users wanting to remove criteria can click the criteria and click the Delete icon (trash bin).
8. Repeat Steps 4-7 until all applicable Success Criteria has been added.
   
   The Success Criteria of the Success Plan has been added as configured. Users can continue creating an Outreach Success Plan by completing the How To ? Outreach Success Plan Teams process.

Additional Resources:

Outreach University - Outreach Success Plans

Outreach Customer Stories

Outreach Success Plans Overview

Outreach Success Plans FAQs