Advanced Prospects

Managing the details of your people.

About this course

The prospects that you work with have a lot of settings governing them.  Making sure they're all set correctly and you're able to know the right kinds of information, and how to organize is key.  Use this course to get to know the different ways to work with and manage your prospects.  

Curriculum

  • Searching in Outreach
  • Smart Views
  • Tag Segmentation
  • Add and Remove Tags
  • Searching Tags
  • Update Stage in batches or singles
  • Export Prospect Data
  • Import Over Data
  • Time Zone per Prospect
  • You've completed the Advanced Prospects course

About this course

The prospects that you work with have a lot of settings governing them.  Making sure they're all set correctly and you're able to know the right kinds of information, and how to organize is key.  Use this course to get to know the different ways to work with and manage your prospects.  

Curriculum

  • Searching in Outreach
  • Smart Views
  • Tag Segmentation
  • Add and Remove Tags
  • Searching Tags
  • Update Stage in batches or singles
  • Export Prospect Data
  • Import Over Data
  • Time Zone per Prospect
  • You've completed the Advanced Prospects course