Enable the Personalized Homepage Experience

Created by Sachin Verma, Modified on Mon, 9 Feb at 11:00 PM by Alsabana Sahubarali

Objective

Turn on the Personalized Homepage Experience in your Outreach org, allowing each user to set up a landing page tailored to the most relevant information, workflows, and insights for them.

Applies To

  • Outreach Admins

Procedure

  1. Access Outreach as an Admin.
  2. Via the lefthand rail. navigate to Administration > Organization > Org info.
  3. On the Organization page, scroll down to the Personalized Homepage Experience section.
  4. Click the Edit button.
  5. In the resulting Enable Personalized Homepage Experience pop-up, review the information then click the Enable button to activate the experience across your org.

Note: Once enabled for the org, all users will see a welcome message the next time they return to the homepage and be prompted to select one of the default page templates to start from. Learn more about individual user setup options in the Personalized Homepage Experience Overview.

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