How do I use Outreach to create custom notifications?
Outreach is a powerful customer relationship management (CRM) platform that helps businesses manage their customer relationships. It allows users to create custom notifications to keep customers informed about important updates, new products, and other important information. Knowing how to use Outreach to create custom notifications can help businesses stay connected with their customers and ensure that they are always up-to-date on the latest news and offerings.
Grace Everwood
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7 steps
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22 seconds
Outreach
1
Go to [https://www.outreach.io/](https://www.outreach.io/)
2
Click the “Create Notification” button.
3
Enter a name for the notification in the “Name” field.
4
Select the type of notification you would like to create from the “Type” dropdown menu.
5
Select the conditions for the notification from the “Conditions” dropdown menu.
6
Select the action you would like to take when the notification is triggered from the “Action” dropdown menu.
7
Click the “Save” button.