Governance

Outreach provides fully customizable profiles and roles, allowing managers to guide their teams to success.

Governance
Workflow Governance

Workflow Governance

Configure built-in safeguards to keep reps on track

Account Throttle

Administrators can configure a throttle around domains to prevent teams from engaging accounts too aggressively.

Sequence Safeguards

Within Rulesets, team leads can ensure that sequences cannot be used more than once per prospect, preventing double-hits.

Ownership Safeguards

Team leads can determine whether users who are not record owners of prospects, are allowed to engage them.

Content Creation

Determine who can create sequences and templates.

User Profiles

User Profiles

Configure the right level of access to features and capabilities based on role and seniority.

Fully Customizable Profiles

Just like CRM, administrators can create profiles based on role based access controls.

Create Multiple Profiles

Outreach empowers administrators to create and customize as many profiles as needed, and assign them to users.

Sync Roles From CRM

Outreach allows administrators to build out their role hierarchies and assign users with two clicks, no matter how large the tree.

Team Organization

Team Organization

Establish Relationships For Targeted Reporting

Role Hierarchies

Just like CRM's role hierarchies, assigning users to the right role enables targeted reporting and governance.

Customizable Teams

When users need to be grouped in customized teams, especially when across role hierarchies, teams can be used for reporting and content sharing.

Enterprise-ready

Whatever the size of your organization, we've built Outreach to handle its unique requirements.