Managing Custom Field Visibility in the Account Side Panel

Objective

Manage custom field visibility for an Account within the side panel.

Applies To

• Accounts
• Outreach Users

Before You Begin

• This is a personal setting, not an admin-controlled default, and field reordering is not possible.
• Up to 150 fields may be selected

Procedure

1. Log in to Outreach.
2. Click Accounts.
3. Navigate to an Account.
4. Click Account Plan.
   
5. Navigate to Custom fields in the side panel.
6. Click Configure.
   
7. Select which fields to populate within the side panel.
8. Click Save changes.