Prospect Basics

The basics of working with the people you target

Not currently available

About this course

Take a look a the different ways to get prospects into Outreach and the basics on how to manage them.  

Curriculum

  • Add Prospects with Outreach Everywhere™ in Salesforce
  • Add Prospects with CSV File Import
  • Prospecting with the Chrome Extension & Linkedin
  • Import Prospects from a Salesforce Report
  • Manually Create a Prospect
  • Importance of Tags
  • Add Tags to CSV Import
  • Filtering by Tags
  • You've completed the Prospect Basics course

About this course

Take a look a the different ways to get prospects into Outreach and the basics on how to manage them.  

Curriculum

  • Add Prospects with Outreach Everywhere™ in Salesforce
  • Add Prospects with CSV File Import
  • Prospecting with the Chrome Extension & Linkedin
  • Import Prospects from a Salesforce Report
  • Manually Create a Prospect
  • Importance of Tags
  • Add Tags to CSV Import
  • Filtering by Tags
  • You've completed the Prospect Basics course