Please register to access System Configuration Action Items. ×
Please register to access Import prospects and their data from a CSV file. ×
Please register to access Book Meeting - Advisory Session #3. ×
This course is not currently available. ×
Please register to access Configure org settings to set standards, establish safeguards, and build consistent user experience. ×

Configure org settings

Learn how to configure org-wide settings, establish email limits, and configure compliance settings.

rate limit

Code not recognized.

About this course

This course covers essential system settings that an Outreach platform admin should configure to set up a well-functioning instance. These settings ensure seamless workflows for your reps, enforce standards and best practices, as well as support your reps sell smarter and deliver the most value to customers.

Topics include:

  • Configure org-wide settings
  • Establish email limits
  • Configure compliance settings

Curriculum

  • Introduction to Configure org settings
  • Configure org settings to set standards, establish safeguards, and build consistent user experience
  • Establish email limits and branded URL to ensure email deliverability and domain health
  • Configure compliant Voice settings and GenAI features
  • Summary with reference materials
  • Course feedback survey

About this course

This course covers essential system settings that an Outreach platform admin should configure to set up a well-functioning instance. These settings ensure seamless workflows for your reps, enforce standards and best practices, as well as support your reps sell smarter and deliver the most value to customers.

Topics include:

  • Configure org-wide settings
  • Establish email limits
  • Configure compliance settings

Curriculum

  • Introduction to Configure org settings
  • Configure org settings to set standards, establish safeguards, and build consistent user experience
  • Establish email limits and branded URL to ensure email deliverability and domain health
  • Configure compliant Voice settings and GenAI features
  • Summary with reference materials
  • Course feedback survey