How To Add Opportunity Stages To Outreach

Objective

The purpose of this article is to provide direction to Outreach admins in adding Opportunity Stages to 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. 

Procedure

1. Access the Outreach Platform. 
2. Click Administration.
3. On the Opportunities page under Records section, click Stages in the menu bar.
4. Click 'Add stage' in the upper right-hand corner or click on the 3 dots then 'Edit' on the applicable stage. 
5. Input the new stage value and click Save.

The new Opportunity Stage appears in the Stages list. 

Repeat steps 5 & 6 until all applicable Opportunity Stages are created.