Getting Started
Getting Started
Get set up and ready to roll in Outreach
FREE
On-Demand Onboard Training
On-Demand Onboard Training
Join our On-Demand webinars to begin your journey to becoming an Outreach expert. Currently all of our webinars are in On-Demand format, which means they are available to you on your schedule!
FREE
Roadmap Rundown Dec. 11 2018
Roadmap Rundown Dec. 11 2018
New Outreach features you can adopt today to increase productivity and optimize your customer interactions.
FREE
AEs Introductory Learning Path
AEs Introductory Learning Path
4 Courses
outlookAccount executiveInboxCloseraccount exec
Hunter Learning Track - 30 Minute User Training
Hunter Learning Track - 30 Minute User Training
These user training videos are a great way to support and supplement basic onboarding.
FREE
Admin Track - Content Creation
Admin Track - Content Creation
Get started with quality content quickly following the lessons in this course
FREE
Sequence Basics
Sequence Basics
Learn about the feature that Outreach surrounds itself with.
FREE
SDRBasicsBeginner
Prospect Basics
Prospect Basics
The basics of working with the people you target
FREE
BeginnerProspectsProspectingLeadsContacts
Advanced Prospects
Advanced Prospects
Managing Prospects in Outreach
FREE
SDRAEManagerAdvanced
Sequence Maneuvering
Sequence Maneuvering
Use advanced actions to manage sequence actions
FREE
SDRAEManagerAdvanced
Basics of Outreach
Basics of Outreach
The bare necessities of understanding bedrock features of Outreach.
FREE
BasicMarketingBest PracticesTagsFunctionalitySFDCBootcamp3
Outreach for Outlook
Outreach for Outlook
Learn the capabilities of Outreach Add In for Outlook
FREE
BeginnerOutlookOfficeO365Microsoft
Creating Sequences
Creating Sequences
Learn how to create a fundamental feature of Outreach
FREE
SDRBasicsAEManagerAdminBeginnerSequencesBest PracticesManager Series
Template and Snippet Basics
Template and Snippet Basics
FREE
SDRBasicsAEManagerAdminSales OpsMarketingBeginnerManager Series
How to Use Outreach Meetings
How to Use Outreach Meetings
FREE
MeetingsCalendaringCalendarmeeting
Outreach Voice
Outreach Voice
Setup and use Voice Calls in Outreach
FREE
SDRAEBeginnerVoice
Safeguard Settings
Safeguard Settings
Learn about Outreach's safeguards for prospects and users
FREE
AdminAdvanced
Custom Fields
Custom Fields
Create custom fields to add more power in your messaging and sequencing.
FREE
AdminAdvancedCustomFields
Admin Functionality
Admin Functionality
Learn how to create user profiles to control what users can see and who can creates content.
FREE
AdminFunctionality
Opportunity Setup for Admins
Opportunity Setup for Admins
This training will show you how to configure your Outreach org to allow your users to take advantage of Opportunity information from within Outreach.
FREE
Adminonboardingopportunityopportunities
Salesforce and Outreach
Salesforce and Outreach
Learn the basics of setting up Outreach to talk to Salesforce
FREE
AdminSalesforceSFDCPluginConfiguration
Outreach Meetings for Admins
Outreach Meetings for Admins
FREE
MeetingMeetingsCalendaringCalendar
Branded URLs
Branded URLs
Learn the benefits and the how-to for using Branded URLs within Outreach
FREE
AdminConfigurationCustomURLBrandedITconfig
Picklist Validations
Picklist Validations
This course will help you create picklists as well as show how to edit existing fields in Account or Prospect profiles.
FREE
Reporting and Metrics
Reporting and Metrics
Learn the different ways to read reports and gain valuable info for 1:1 Coaching
FREE
ManagerAdminAdvancedReportingMetrics
Sales Intelligence Tiles
Sales Intelligence Tiles
Learn the basics of setting up and using Outreach custom Sales Intelligence Tiles
FREE
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Closers: Working Within Your Gmail Inbox
Closers: Working Within Your Gmail Inbox
Quick start to getting the most from Outreach directly from your email inbox.
FREE
Closers: Working Within Your Outlook Inbox
Closers: Working Within Your Outlook Inbox
Quick start to getting the most from Outreach directly from your email inbox.
FREE
outlookAccount executiveInboxCloseraccount exec
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.
FREE
Using Outreach From Salesforce
Using Outreach From Salesforce
Gain quick access to information and take action immediately using Outreach within Salesforce.
FREE
Content Strategy 2.0
Content Strategy 2.0
Driving Revenue with a Prospect-Centric Approach by using your Ideal Account Profiles and Personas to generate Outreach Sequences that drive revenue success!
FREE
Measuring Sequence Performance
Measuring Sequence Performance
Content is never done. As you learn more about what your prospects respond to and your business evolves, so should your content. Learn how to analyze and focus your efforts with a continuous improvement framework.
FREE
Relationship Management with Outreach
Relationship Management with Outreach
In this course you will learn how valuable and easy it is to use Outreach to manage your customer relationships.
FREE
Advanced Task Management
Advanced Task Management
In this course you will learn the tips and tricks to increase team performance, activities and efficiency.
FREE
Optimizing for Email Deliverability
Optimizing for Email Deliverability
In this course you will learn how email filters work and steps you can take to improve your ability to reach your prospects.
FREE
Proactive Management with Outreach
Proactive Management with Outreach
In this course you will learn the reports needed to effectively coach your team to exceed their targets.
FREE