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Introduction to Effective account management
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Establish an account management strategy
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Create and import accounts
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Summary with reference materials
Effective account management: Accounts
Learn best practices for account management, as well as how to create and import accounts in Outreach.
This course recommends best practices for keeping your Outreach instance clean and account data organized in order to streamline your sales activities. It also provides instructions on creating accounts in Outreach directly, as well as importing accounts into Outreach from a CSV file.
Topics include:
- Organize and maintain account data to implement account management strategy with efficiency
- Create accounts manually in Outreach
- Import account data from a CSV file