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Introduction to Enhance records management
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Admin features for records management and data integrity
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Summary with reference materials
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Customize your Outreach instance: Enhance records management
Learn how to create custom fields, enable validations, add products, and create custom objects.
This course covers the essentials of the records section of Outreach. The records section allows you to customize your instance of Outreach and create fields specific to your selling process. These fields can be synced back to your CRM to ensure seamless transitions between platforms.
Topics include:
- Create custom fields for Prospects, Accounts, and Opportunities
- Create and enable validation rules
- Add products so sellers can track purchases by customers
- Create and map custom objects to your CRM