How do I use Outreach to create custom dashboards?
Outreach is a powerful customer relationship management (CRM) platform that helps businesses manage their customer relationships. With Outreach, businesses can track customer interactions, create custom dashboards, and gain insights into customer behavior. Knowing how to use Outreach to create custom dashboards can help businesses better understand their customers and make more informed decisions about their customer relationships.
Grace Everwood
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6 steps
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23 seconds
Outreach
1
Go to [https://www.outreach.io/](https://www.outreach.io/)
2
Click the “Create Dashboard” button.
3
Enter a name for your dashboard in the “Name” field.
4
Select the type of dashboard you want to create from the “Type” dropdown menu.
5
Select the data you want to include in your dashboard from the “Data” dropdown menu.
6
Click the “Create Dashboard” button.