Managing Meet in Person Tasks

Objective

Manage in meet in person tasks in Outreach.

Applies To

• Outreach Users
• Outreach Admins

Procedure

Admin Configuration

1. Log into Outreach as an Admin.
2. Click Administration > Tasks.
3. Click Add Disposition.
4. Define custom values for the disposition and purpose fields.
5. Click Add.
   

Outreach Users

Users have the ability to log a meet in person task in Outreach using the Log meet in-person task. Reps will be required to add a Disposition as part of manually filling out the task. The following Disposition and Purposes are available.

Disposition values:

• Name: Meeting complete - Value: Successful
• Name: Prospect not available - Value: Unsuccessful
• Name: Left collateral - Value: Successful

Purpose values:

• account/business review
• appointment setting
• drop-in

Within the workflow, the meet in person task will appear as the following: