The basic workflow below outlines initial steps common to most Outreach projects:

  1   Add a New Project - Create a new project within your instance.

• This feature will not display within an Outreach project that was purchased alongside a Diligence project. Connect with your sales representative with questions

 2   Admin Console - Inviting, Editing, and Removing Users - Invite your Deal Team members to your new project.

 3   Add Companies and related contacts.

 4   Upload Deal Docs.

 5   Configure Outbound Email and prepare Email Drafts.

 6   Forward Inbound Email and convert them to Activities.

 7   To simplify your path to opening a Diligence project, utilize the Prepare site connected to your Outreach project.