Welcome to the Admin Learning Track

This learning track is designed for administrators and managers of Outreach. If you are unfamiliar with any of the core features of Outreach, we recommend that you first take our Core Concepts course. You may also want to take courses in the other learning pathways to familiarize yourself with the work of your reps. If you’d like to work through the courses here sequentially, start in the top left and work your way to the right.

Content Creation
Content Creation
Everything you need to know to build out your Outreach Content.
FREE
18 min
Salesforce Plugin for Admins
Salesforce Plugin for Admins
Overview of how to configure our Salesforce Plugin
FREE
84 min
Dynamics Plugin for Admins
Dynamics Plugin for Admins
Overview of the Dynamics Plugin
FREE
Teams and Content Collections
Teams and Content Collections
How to setup and use Outreach Teams and Content Collections
FREE
Prospect Management
Prospect Management
Learn how to import and organize your prospects in Outreach.
FREE
16 min
Opportunity Sync Setup
Opportunity Sync Setup
This course covers how to configure the synchronization of your opportunities with Outreach.
FREE
8 min
Installing the Unmanaged Package
Installing the Unmanaged Package
How to install the Engagement Panel & Sequence Attribution Package
FREE
14 min
User Management
User Management
In this course we discuss how to manage Users within your instance of Outreach.
FREE
9 min
Rulesets and Schedules
Rulesets and Schedules
In this course we discuss how to set up Rulesets and Schedules.
FREE
19 min
Meetings Setup for Admins
Meetings Setup for Admins
Meetings Setup for Admins
FREE
10 min
Outreach Governance
Outreach Governance
In this course we discuss Governance Profiles within Outreach.
FREE
25 min
Persona Set-up for Admins
Persona Set-up for Admins
Learn more about how personas work in Outreach.
FREE
6 min
Voice Management for Admins
Voice Management for Admins
Admins explore the different Outreach Voice features and organizational level settings.
FREE
6 min
Outreach Triggers
Outreach Triggers
In this course we discuss how Triggers work in Outreach.
FREE
19 min
Sales Intelligence Tiles for Admins
Sales Intelligence Tiles for Admins
Learn about sales intelligence tiles, custom tile layouts, and layout governance settings for Admins.
FREE
7 min
Call Dispositions and Call Purposes
Call Dispositions and Call Purposes
In this course we will discuss how to set up Call Dispositions and Call Purposes
FREE
7 min
Branded URL Setup
Branded URL Setup
Setting up custom branded URLs for the links included in your email content.
FREE
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Safeguard Settings
Safeguard Settings
Learn about Outreach's safeguards for prospects and users
FREE
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Reporting in Outreach
Reporting in Outreach
Learn about what Reports are and how you can use them.
FREE
9 min
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Creating Picklists
Creating Picklists
In this course we discuss how to create a Picklist in Outreach.
FREE
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Custom Fields
Custom Fields
Learn more about how to create custom fields.
FREE
8 min
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Variables in Outreach
Variables in Outreach
In this course we discuss how to use variables within Outreach.
FREE
Live Webinar: Managing Customers with Outreach
Live Webinar: Managing Customers with Outreach
Live Webinar for Customer Success Managers
FREE
Live WebinarCSM/AM
Follow-Up and Multi-Recipient Sequences
Follow-Up and Multi-Recipient Sequences
This course will introduce you to Follow-Up and Multi-Recipient Sequences.
FREE
12 min
What is Outreach?
What is Outreach?
In this course we introduce you to what Outreach is.
FREE
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Sequence Performance
Sequence Performance
In this course, we describe how to analyze data in the Sequence Performance report to gain insights into sequence performance and drive better business outcomes.
FREE
8 min
Snippets and Templates
Snippets and Templates
This course will teach you everything you need to know about using Templates and Snippets.
FREE
8 min
SDR Manager Workshop EMEA
SDR Manager Workshop EMEA
Session 2: The Front Lines
FREE
Live WebinarManagers
On-Demand Webinar: Handling Common Prospect Responses
On-Demand Webinar: Handling Common Prospect Responses
Webinar for Outbound Prospecting Strategy
FREE
RepsOn-Demand Webinar
Manager Best Practices: Driving Change with Outreach
Manager Best Practices: Driving Change with Outreach
Learn some new strategies for helping your people manage change.
FREE
13 min
Sequences
Sequences
Learn more about how sequences work in Outreach.
FREE
10 min
Live Training: Outbound Prospecting Basics with Outreach (Part 1)
Live Training: Outbound Prospecting Basics with Outreach (Part 1)
In this 45 minute live, interactive webinar, learn from Outreach training professionals how to get started with your Sales Engagement Platform. At the end of the session, you’ll understand how to use Outreach to streamline your workflows, save time, and book more meetings than ever before.
FREE
Sales Intelligence Tiles
Sales Intelligence Tiles
Learn about sales intelligence tiles and custom layouts.
FREE
6 min
Account Setup
Account Setup
Learn how to configure your settings in Outreach
FREE
17 min
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Using Outreach within Salesforce
Using Outreach within Salesforce
How to use Outreach features when working within Salesforce
FREE
Outreach Inbox Experience
Outreach Inbox Experience
This course covers the Outreach Inbox Experience for both Gmail and Outlook
FREE
19 min
Sequence Maneuvering
Sequence Maneuvering
Learn some high-level prospect management troubleshooting tips for sequence maneuvering.
FREE
11 min
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Outreach Voice
Outreach Voice
How to use Outreach's dialing feature, Outreach Voice
FREE
9 min
Outreach Meetings
Outreach Meetings
Overview of Outreach's calendaring feature, Outreach Meetings
FREE
15 min
Team Performance
Team Performance
In this course, we describe how to analyze buyer sentiment data in the Team Performance report to drive better business results.
FREE
12 min
Live Webinar: Office Hours for Admins
Live Webinar: Office Hours for Admins
Customer Success Webinar with Live Q&A
FREE
Live WebinarAdministrators
Live Training: Outreach for Prospecting (Part 2)
Live Training: Outreach for Prospecting (Part 2)
Continue building your Outreach skills with this live, interactive training session! An Outreach trainer will walk you through some tips for prospecting efficiently and managing responses effectively. (*Note: This is intended as the second session of a two-part series.)
FREE
Core Concepts
Core Concepts
Introduction to how Outreach can help you in your day to day workflow
FREE
15 min
SequencesTask ExecutionProspectsSDRsection-getting-started
On-Demand Webinar: Improving Your Team's Response Workflow
On-Demand Webinar: Improving Your Team's Response Workflow
Webinar Focused on Team Management
FREE
AdministratorsManagersOn-Demand Webinar
Task Management & Execution
Task Management & Execution
This course covers all aspects of Task Management in Outreach
FREE
11 min
Managing Your Workflow with Global Sidebar
Managing Your Workflow with Global Sidebar
Learn to access all the info you need, complete tasks, schedule appointments and more from anywhere you are on the web.
FREE
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SDR Manager Workshop EMEA
SDR Manager Workshop EMEA
Session 1: Running Systems and Managing Remote Teams
FREE
Live WebinarManagers
Live Webinar: Optimize Your Prospecting Workflow
Live Webinar: Optimize Your Prospecting Workflow
Customer Success Webinar for End-Users
FREE
Live WebinarEnd UsersCustomer Success WebinarsReps
Live Webinar: Administrative Governance
Live Webinar: Administrative Governance
Customer Success Webinar for Admins
FREE
Live WebinarAdministratorsCustomer Success Webinars
SDR Manager Workshop EMEA
SDR Manager Workshop EMEA
Session 3: Building Your Team and Content Strategy
FREE
Live WebinarManagers