How To Access CRM Plugin Settings in Outreach

Created by Khaled Atmaz Alsibai, Modified on Fri, 13 Mar at 7:22 PM by Joel Sandi

Objective

The purpose of this article is to provide direction to Outreach users in accessing CRM plugin settings within Outreach to update and manage syncing functionality between Outreach and a CRM.

For more information on adding a CRM plugin to Outreach, testing CRM syncing, and managing CRM functions, refer to the applicable articles.

Applies To

Outreach Admins

How To Access CRM Plugin Settings in Outreach

Access the Outreach Platform.
From the bottom left corner of the navigation sidebar, click the cog icon to access the Administration Settings menu.
Under the Integrations section, click CRM.

Additional Information

CRM Integrations