Outreach Settings is a feature available within Outreach Bundle projects. Framework Outreach and Subscription Outreach customers should contact us for assistance with Settings adjustments.

On Outreach Bundle projects, product admins click Settings in the upper right.  From there, they select a topic to display project customization options. These settings apply to all projects within the instance. To make Settings available to analysts/contributors, an admin must contact us requesting the permission change.


 

 

General Settings | Stages and Activities | Industries | Clients | Transactions | Declined Reasons | Company Types

 

General Settings
 

Choose your email client of Outlook or Gmail to use in your email workflow (see Outbound Email).

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Stages and Activities
 

Customize stage names and activity types within your projects:

• Click the pencil icon to the right of a field to edit its contents, whether a stage name, activity type, or custom activity
• Display/hide fields:
  • Click the  to the right of a field to hide its contents. The icon appears as and the row turns grey
  • Click the to the right of a field to display its contents. The icon appears as and the row turns white
• Reorganize custom activities by selecting and holding the icon, then dragging it to the desired stage on the page

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Industries

Customize industry types within your projects:

• Click the pencil icon to the right of a field to edit its contents
• Display/hide fields:
  • Click the  to the right of a field to hide its contents. The icon appears as and the row turns grey
  • Click the to the right of a field to display its contents. The icon appears as and the row turns white
• Create custom Industry types
• Select Restore Defaults to revert all industry types to default settings

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Clients
 

Customize client types within your projects:

• Click the pencil icon to the right of a field to edit its contents
• Display/hide fields:
  • Click the  to the right of a field to hide its contents. The icon appears as and the row turns grey
  • Click the to the right of a field to display its contents. The icon appears as and the row turns white
• Create custom Client types
• Select Restore Defaults to revert all client types to default settings

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Transactions
 

Customize transaction types within your projects:

• Click the pencil icon to the right of a field to edit its contents
• Display/hide fields:
  • Click the  to the right of a field to hide its contents. The icon appears as and the row turns grey
  • Click the to the right of a field to display its contents. The icon appears as and the row turns white
• Create custom Transaction types
• Select Restore Defaults to revert all transaction types to default settings

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Declined Reasons
 

Customize declined reasons within your projects:

• Click the pencil icon to the right of a field to edit its contents
• Display/hide fields:
  • Click the  to the right of a field to hide its contents. The icon appears as and the row turns grey
  • Click the to the right of a field to display its contents. The icon appears as and the row turns white
• Create custom Declined Reasons

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Company Types

Customize, rename and add Company types and Subtypes:

• Click the pencil icon to the right of a field to edit its contents
• Display/hide fields:
  • Click the  to the right of a field to hide its contents. The icon appears as and the row turns grey
  • Click the to the right of a field to display its contents. The icon appears as and the row turns white
• Create custom Company Types and Subtypes