How To Map Salesforce Opportunity Stages To Outreach

Objective

Learn about mapping Salesforce Opportunity Stages in Outreach.

Applies To 

• Outreach Admins

Before You Begin

• Opportunity Stages must be added to the stage options in Outreach prior to configuring Opportunity Stages in the CRM Plugin.
• Opportunity Stages must be mapped exactly as they appear in the CRM plugin, including spelling, capitalization, etc.

For more information on adding opportunity stages to the Outreach platform, refer to How To Add Opportunity Stages in Outreach.

Procedure

1. Access the Outreach Platform. 
2. Access the CRM Sync Settings. 
3. On the landing page, in the Set object mapping tile, find and click the Opportunity stage object type in the list. 
   
   
4. On the Opportunity Stage object settings page, click to open the Record mappings tab in the menu bar. 
   
   
5. Click Add in the upper right-hand corner of the page.
6. Click the dropdown to select the Salesforce Opportunity Stages and Outreach Opportunity Stages as applicable.
7. Click Save.

8. Repeat this process until all applicable Salesforce Opportunity Stages have been mapped.