Hi.
I would like someone to create and set up my Outreach CRM.
These tasks include:
Get the correct email address to send from within the sequence- set up my org correctly
Show me how to allow new leads to be added to an existing sequence daily
Create a new email address for the second seat I have set up
How to move a new lead over to a new nurture sequence or new sequence chain? eg: they have replied to stay in touch so I need to send follow up emails via a new sequence
Build sales reports
Explain other features like templates, snippets,
How to set up an auto-dialler via skype
How to create opportunities in Outreach and how they differ from Salesforce
How to send from multiple email addresses to get around 5000 send limit per week.
Set up an appointment calendar in my emails and link it with my Ical- connect a calendar
Confirming that a reply email from a sequence will stop the sequence from contacting the client
All CSV fields are being uploaded correctly into the client card in Outreach
What is the benefits of linking Salesforce to Outreach? Can I just use Outreach now?
Work out best way to send emails so that the sequence will not be blocked for sending too many emails out