Outreach University

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Welcome to the New Outreach University

We have redesigned our University to make the user experience better than ever before. If you’re new to Outreach, head over to the Getting Started section to kick things off. You can always search through our entire catalog by using the Search bar at the top of the page.

New Content!

We recently published a few new courses! Check out: Reporting in Outreach, Unmanaged Package, and Creating Picklists

Relevant Courses

Check out our up to date course on Selling in a COVID-19 world

What is Outreach?

What is Outreach?

In this course we introduce you to what Outreach is.

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Account Setup

Learn how to configure your settings in Outreach

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Core Concepts

Introduction to how Outreach can help you in your day to day workflow

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Prospector Learning Track

Prospector Learning Track

This is a learning track that is designed for Outreach users who work as Sales Development Representatives (SDRs) Business Development Representatives (BDRs) or other outbound and inbound sales reps.

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Closer Learning Track

Closer Learning Track

This is a learning track that is designed for Outreach users who work as Account Executives (AEs), and other sales roles involved in closing deals.

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Admin Learning Track

Admin Learning Track

This is a learning track that is designed for administrators and managers of Outreach.

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Sequence Maneuvering

Sequence Maneuvering

Use advanced actions to manage sequence actions

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Safeguard Settings

Safeguard Settings

Learn about Outreach's safeguards for prospects and users

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Branded URLs

Learn the benefits and the how-to for using Branded URLs within Outreach

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Picklist Validations (Outdated and Depreciated)

Picklist Validations (Outdated and Depreciated)

This course will help you create picklists as well as show how to edit existing fields in Account or Prospect profiles.

Not currently available

Sales Intelligence Tiles for Admins

Sales Intelligence Tiles for Admins

Learn about sales intelligence tiles, custom tile layouts, and layout governance settings for Admins.

Follow-Up and Multi-Recipient Sequences

Follow-Up and Multi-Recipient Sequences

This course will introduce you to Follow-Up and Multi-Recipient Sequences.

Setting Up Collections in Outreach

Setting Up Collections in Outreach

Quick and easy start up guide for Admins to get started with Collections

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Outreach Governance

Outreach Governance

In this course we discuss Governance Profiles within Outreach.

User Management

User Management

In this course we discuss how to manage Users within your instance of Outreach.

Voice Management for Admins

Voice Management for Admins

Admins explore the different Outreach Voice features and organizational level settings.

Snippets and Templates

Snippets and Templates

This course will teach you everything you need to know about using Templates and Snippets.

Meetings Setup for Admins

Meetings Setup for Admins

Meetings Setup for Admins

On-Demand Webinar: Handling Common Prospect Responses

On-Demand Webinar: Handling Common Prospect Responses

Webinar for Outbound Prospecting Strategy

On-Demand Webinar

Content Creation

Content Creation

Everything you need to know to build out your Outreach Content.

How to use Outreach's dialing feature, Outreach Voice

Improving Your Team's Response Workflow

Improving Your Team's Response Workflow

Customer Success Webinar for Admins

Live WebinarCustomer Success WebinarsRepsManagers

Learn more about how sequences work in Outreach.

Call Dispositions and Call Purposes

Call Dispositions and Call Purposes

In this course we will discuss how to set up Call Dispositions and Call Purposes

Live Training: Outbound Prospecting Basics with Outreach (Part 1)

Live Training: Outbound Prospecting Basics with Outreach (Part 1)

In this 45 minute live, interactive webinar, learn from Outreach training professionals how to get started with your Sales Engagement Platform. At the end of the session, you’ll understand how to use Outreach to streamline your workflows, save time, and book more meetings than ever before.

Opportunity Sync Setup

Opportunity Sync Setup

This course covers how to configure the synchronization of your opportunities with Outreach.

Sales Intelligence Tiles

Sales Intelligence Tiles

Learn about sales intelligence tiles and custom layouts.

Rulesets and Schedules

Rulesets and Schedules

In this course we discuss how to set up Rulesets and Schedules.

Installing the Unmanaged Package

Installing the Unmanaged Package

How to install the Engagement Panel & Sequence Attribution Package

Prospect Management

Prospect Management

Learn how to import and organize your prospects in Outreach.

Managing Your Workflow with Global Sidebar

Managing Your Workflow with Global Sidebar

Learn to access all the info you need, complete tasks, schedule appointments and more from anywhere you are on the web.

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Using Outreach within Salesforce

Using Outreach within Salesforce

How to use Outreach features when working within Salesforce

Persona Set-up for Admins

Persona Set-up for Admins

Learn more about how personas work in Outreach.

Optimize Your Prospecting Workflow

Optimize Your Prospecting Workflow

Customer Success Webinar for End-Users

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Outreach Inbox Experience

Outreach Inbox Experience

This course covers the Outreach Inbox Experience for both Gmail and Outlook

Outreach Triggers

Outreach Triggers

In this course we discuss how Triggers work in Outreach.

Salesforce Plugin for Admins

Salesforce Plugin for Admins

Overview of how to configure our Salesforce Plugin

Administrative Governance

Administrative Governance

Customer Success Webinar for Admins

Live WebinarAdministratorsCustomer Success Webinars

Outreach Meetings

Outreach Meetings

Overview of Outreach's calendaring feature, Outreach Meetings

SDR Manager Workshop

SDR Manager Workshop

Let’s talk shop: Curious to hear how the leading sales engagement platform has structured our outbound team? We’d love to share what we’ve curated the last several years! Come join SDR Leader at Outreach.io, Brooke Bachesta, for a half-day virtual workshop on how we structure, measure and coach our team!

Live WebinarManagers

Learn more about how to create custom fields.

Office Hours for Admins

Office Hours for Admins

Customer Success Webinar with Live Q&A

Live WebinarAdministrators

Creating Picklists

Creating Picklists

In this course we discuss how to create a Picklist in Outreach.

Live Training: Outreach for Prospecting (Part 2)

Live Training: Outreach for Prospecting (Part 2)

Continue building your Outreach skills with this live, interactive training session! An Outreach trainer will walk you through some tips for prospecting efficiently and managing responses effectively. (*Note: This is intended as the second session of a two-part series.)

In this course, we will cover Outreach Teams. Topics include creating teams, assigning members to teams, assigning collections, and how to view team based reports.

On-Demand Webinar: Improving Your Team's Response Workflow

On-Demand Webinar: Improving Your Team's Response Workflow

Webinar Focused on Team Management

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Dynamics Plugin for Admins

Dynamics Plugin for Admins

Overview of the Dynamics Plugin

Task Management

Task Management

This course covers all aspects of Task Management in Outreach

SDR Manager Workshop EMEA

SDR Manager Workshop EMEA

Session 1: Running Systems and Managing Remote Teams

SDR Manager Workshop EMEA

SDR Manager Workshop EMEA

Session 2: The Front Lines

SDR Manager Workshop EMEA

SDR Manager Workshop EMEA

Session 3: Building Your Team and Content Strategy

Reporting in Outreach

Reporting in Outreach

Learn about what Reports are and how you can use them.