Article

How do I add companies from my Instance to my Outreach project?

Body

As you use Outreach, you collect companies and contacts used in each project and keep them for future projects in the Companies list.

To load companies from the instance to your project follow these directions:
 
  1. From the Tracker tab, click Add (Buyers/Investors/Creditors/Lenders) in the top right.
  2. Select Add Companies & Contacts.
  3. Click Add Companies.
  4. Optionally search for a company name in the box at the top of the Company column.
  5. Select the checkbox next to a company's name.
  6. Click Add to Project in the upper right.

 
Title
How do I add companies from my Instance to my Outreach project?
URL Name
How-do-I-load-my-companies-and-contacts-list-to-an-Outreach-project

Summary

This is an online article that provides step-by-step instructions for adding companies and contacts from an Outreach Instance to a project. The article emphasizes the importance of maintaining a comprehensive Companies list for future projects.

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