Outreach University Live: Foundations - New User Account Management
Hosted on the 2nd Monday of every month at 10:00 CT
New to Outreach and managing customer or prospect accounts? Join this session to get oriented with the tools and workflows that support effective account management. Our training team will walk you through the basics—so you can stay organized, follow up consistently, and keep key accounts moving forward.
Follow along in your own environment and get real-time answers to questions like:
- How do I view and organize accounts in Outreach?
- How do I use Smart Views?
- How do I manage tasks and follow-ups across accounts?
All sessions are recorded and shared with registrants after the event.
Want to keep learning? Explore our recommended resources after the session:
