Account Management

Account Management

How to organize and import your accounts.

About this course

This course looks at how to organize and manage your accounts in Outreach, including how to train your reps to avoid creating duplicates, and how to import accounts using a CSV file. 

Curriculum

  • Lesson 1: Account Management
  • Lesson 2: CSV Import
  • Knowledge check
  • Course Feedback Survey

About this course

This course looks at how to organize and manage your accounts in Outreach, including how to train your reps to avoid creating duplicates, and how to import accounts using a CSV file. 

Curriculum

  • Lesson 1: Account Management
  • Lesson 2: CSV Import
  • Knowledge check
  • Course Feedback Survey