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  • 👋INTRODUCTION
    • What is Outbase?
    • How to sign up?
  • 📨GETTING STARTED
    • Your First Campaign
    • Create a Campaign
      • Add your contacts list
      • Set up your Messaging Sequence
      • Configure sending schedule
      • Add an Email Account
        • Email Account & General Settings
          • Gmail
          • Outlook and Office 365
          • Other Email Providers
        • Test Connection
        • Add Signature & Compliance Statement
      • Exclusions (Optional)
    • Activate your Campaign
  • 📈MONITORING CAMPAIGNS
    • Categorizing Responses
    • Looking at Campaign Reports
  • 💡PROSPECTING TIPS & TRICKS
    • Email Content
    • Using a Separate Domain
    • Email Authentication
      • SPF
      • DKIM
      • DMARC
      • How to test your DNS set up
    • Email Deliverability
      • Email Delivery vs. Email Deliverability
      • Domain Reputation and Domain Age
      • Email Content (images, links, files, signatures)
      • Profile picture for email accounts
      • Using generic email addresses for sending
      • Opt-out Options
      • How to test your email deliverability with Outbase
  • 📃OUTBASE TEMPLATES
    • What's in an Outbase Template?
    • Example Template Request
  • 📖USER GUIDE
    • Introduction
    • Getting Around
    • Dashboard
    • Inbox
    • Campaigns
      • Campaign Manager
      • Campaign Details
      • Calendar
    • Contact Lists
      • Search
        • Industries
      • Uploading contacts list
      • Audiences
      • Audience Details
    • Email Templates
      • Default Variables
    • Email Accounts
      • Email Account Manager
      • Domains
    • All Prospects
      • Prospects
      • Prospect Activity Details
      • Companies
      • Company Activity Details
      • Exclusions
    • Reports
      • Campaign Reports
      • Send Reports
    • Sales
      • Leads
      • Conversations
      • Sales Resources
    • Deal Navigator
    • Compliance
    • CRM
    • Notifications
    • Help & Getting Started
    • Account Settings
    • Organization Settings
      • User Roles
    • All Organizations
  • What's new in Outbase
    • July 2024
    • May 2024
    • April 2024
    • February 2024
    • November 2023
    • September 2023
    • August 2023
    • July 2023
    • June 2023
    • May 2023
    • April 2023
    • March 2023
    • February 2023
    • December 2022
    • October 2022
    • September 2022
    • July 2022
    • June 2022
      • Audiences
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  1. USER GUIDE

Sales

View your leads and conversations all in one place, as well as add useful documents to give your team easy access to the files they need when they need them!

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Last updated 3 years ago

Was this helpful?

Enable your sales team to convert the leads you generate. This is where Outbase makes everything as easy as possible for your sales team.

Sales is broken down into 3 areas:

  • : View your leads all in one place.

  • : View your conversations with prospects directly in an inbox-style view.

  • : Add useful documents to give your team easy access to the files they need.

📖
Leads
Conversations
Sales Resources