Get started with Outreach™#

Outreach™ is a powerful lead management system designed to help you scale your marketing efforts and maintain strong customer relationships.

Quick Setup Guide#

1. Access Outreach: Navigate to the Outreach module from your Knowivate Business dashboard.
2. Configure Custom Fields: Before importing leads, define any custom fields (e.g., "Company Size", "Industry") that are specific to your business needs.
3. Start Your First Import: Use the Smart Import Wizard to bring your existing leads into the system. You can paste data directly from your clipboard (CSV, TSV, etc.).

Core Concepts#

• Leads: Individual potential customers or contacts.
• Activities: Interactions like meetings and notes that are linked to specific leads.
• Upsert Logic: A smart way to update existing leads during import rather than creating duplicates, based on the lead's owner and phone number.