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Sales Innovations for Prospect Management
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            Engaging with Prospects by Using Outreach List

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            Engaging with Prospects by Using Outreach List

            Help your sales or service agents get the most out of their prospect engagements with Outreach List in the split view. Enable the agents to effortlessly and efficiently cross-sell products, collect outstanding dues, and provide advisory services to prospects, including existing customers.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Professional, Starter, and Unlimited Editions

            Outreach List contains a list of prospects that the agents can engage with.

            The Outreach List component

            List creators assign the prospects to agents. The prospects can belong to one or more actionable lists. Outreach List can easily scale from listing a few hundreds to thousands of prospects.

            • Enable the Outreach List Tab
              Make the Outreach List tab available for agents so that they can access Outreach List.
            • Provide Agents Access to Objects
              Give agents access to the objects that they need to use Outreach List.
            • Open Outreach List
              If the Outreach List tab isn’t visible in your split view console, open Outreach List from App Launcher or from the navigation menu.
            • View Prospects
              Prioritize your tasks for the day by looking at Outreach List. It’s a prioritized and consolidated list of active prospects that you must contact. Click a prospect in Outreach List to view the record details next to Outreach List.
            • Contact Prospects
              You can call a prospect directly from the record in Outreach List and increase the chance of converting them into a customer.
            • Change Engagement Status
              After contacting a prospect, you can update the engagement status instantly and keep the prospect's record up to date.

            See Also

             
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            Salesforce Help | Article