Admin Learning Track v2

Admin Learning Track v2

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
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
Setting Up Collections in Outreach
Setting Up Collections in Outreach
Quick and easy start up guide for Admins to get started with Collections
FREE
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
Outreach Teams
Outreach Teams
In this course, we will cover Outreach Teams. Topics include creating teams, assigning members to teams, assigning collections, and how to view team based reports.
FREE
11 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
Safeguard Settings
Safeguard Settings
Learn about Outreach's safeguards for prospects and users
FREE