Accounts

• Delete an account

  Delete an account to remove it permanently from Outplay. When you delete an account, all information about the account and engagement reports are also deleted. Deleting an account can't be undone, so only delete accounts if you're sure you don't need this information. Note: Deleting an account does not delete the prospects linked to that account. In the Accounts scSome readers

• Create an account

  Create an account to represent a business or company you want to sell to. Create an account to keep all the information you need about a company or business you want to sell to, and track your engagement with prospects from that business. You can also define custom fields to store any additional information you need to. Accounts are created in the Accounts screen. From tSome readers

• Bulk-add prospects with Account while Importing a CSV

  If you need to add several prospects to an account, you can do it in bulk and user can also import prospects in Bulk through Accounts Section You can add multiple prospects to the same account easily from the Prospects screen. From the Prospects screen, select the checkbox next to the prospects you want to add to the account. You can use filters to help you find yourSome readers

• Edit an account

  Keep your account information up to date to make your engagement process easy for your team. You can edit any of the details you've stored about an account from the Accounts page. From the Accounts page, click the account you want to edit. Edit the details you need. If you need to see more fields, click Show more options. Click Update.Few readers

• Find accounts quickly with filters and views

  Find accounts quickly with filters and views Use filters and views to find accounts by tag, owner, stage or field. You can filter your account list to quickly find the accounts you're looking for, filtering the list of accounts to: Accounts created by specific members of your team. Accounts with specific tags. Accounts in specific stages. Accounts with exact or partial matches for fields, including custom fields. If there is a filter you use regularly, yFew readers

• Change an account's stage

  Keep track of how your sales process is going with an account using stages. In Outplay, an account's stages reflect where they are in your outreach process.  As an account's prospect moves through sequences, your Triggers can automatically set the appropriate stage in the account. But sometimes you want to manually set an account stage. You can do this on the Accounts screen. In the Accounts screen, click the accountFew readers

Prospects

• Importing Multiple Phone Numbers and Emails via a CSV Import

  Importing Multiple Phone Numbers and Emails via a CSV Outplay allows you to upload multiple phone numbers & emails of a prospect via the CSV import option. Outplay also increased the import limit from 1000 prospects/file to 10,000 prospects/ file. Yes, you read it right! You can now import 10,000 prospects per file, and you can import any number of files in a day. Importing Multiple Prospects When importing prospects via CSV, the user needs to make sure the first row in your spreadsheeSome readers

• Manage prospects in bulk

  Use bulk actions to quickly add multiple prospects to sequences or accounts, send them one-off emails, add or remove tags, and more. Use bulk actions to quickly manage your prospects in the Prospects screen. You can: Add the selected prospects to a sequence. Send a one-off email or SMS to the selected prospects. Add the selected prospects to an account. ASome readers

• Merge Prospects

  How can I merge prospects ? Merge Prospects In your Outplay account, you can merge two prospects into one record. Before you merge your prospects, understand what happens to the data on the prospect records. In your Outplay account, navigate to Prospects. Select the prospects which you want to merge. Click on … and select Merge Prospects. In the dialog box, select the prospect which you want to keep as the primary prospect. Refer to the below screen for mFew readers

• Prospects and accounts

  Prospects and accounts are the driving force of your sales activities. Prospects in Outplay represent the individuals you want to reach out to and engage in conversations and your sales process, just like your leads and contacts in Salesforce.  You manage your prospects in the Prospects screen. You can record any kind of data you need that will help you reach your sales goals, including: Social media accounts. Company information. Location. Time zone.Few readers

• Export your prospect list

  Export a CSV of all your prospects to import into your CRM or other platform. You can export a CSV file of your prospects, including their stage, status and response data, from the Prospects screen. In the Prospects screen, click the arrow next to Add Prospects. Click Export Prospects. Outplay generates a CSV file for your browser to download.Few readers

• Delete a prospect

  Delete a prospect to remove them entirely from your account. You can remove prospects from your Outplay account entirely by deleting them in their profile screen.  Tip: If you need to delete several prospects at once, you can use the prospect bulk actions. Warning: Deleting a prospect will remove all interaction history with that prospect anFew readers

• Tag your records on Outplay

  Filter and organize your records easily with tags During your sales process, you may add a massive number of records to Prospects, Accounts, Templates, and more. It can get quite difficult to keep up with so much information and access essential data when you need it if you don’t have a way to sort.  On Outplay, Tags can help you organize and filter your records easily. They can be applied to records in Prospects, Accounts, Sequences, Templates, and Snippets. What’s more! You can even aFew readers

• Import History

  In this article, we will discuss how Import History works in Outplay and How it can be useful to track your prospect. Prospects can be imported via CSV file in Outplay or through your CRM. To understand how to import prospects through CSV click here Import History maintains all the records of your CSV imports within Outplay. Admins can keep a track of the prospects they are importing and assigning to their users. To view ImportFew readers

• See and Edit Prospect Information

  Edit a prospect to add information like their location, company details, social media profiles, tags and custom fields. The more information you gather on your prospects, the more smoothly your outreach process will go. You can edit your prospect's information in their profile screen to keep important details up to date. In the Prospects screen, double-click the name oFew readers

• Import prospects

  Import prospects Import multiple prospects quickly into Outplay using a CSV file. If you have a list of prospects you'd like to reach out to, you can import them all at once in the Prospects screen. The CSV (comma-separated value) file should use a header row so that Outplay can match the fields correctly. Click Example CSV (https://drive.google.com/file/d/12zrwjoat8q-VVeE3Px1Few readers

• Pause a prospect

  Pause a prospect to stop them in all sequences for a short period, and resume from the same point in the sequence later. Sometimes your prospect may be unavailable for a short period, such as a vacation. You can pause a prospect so that they don't advance in any sequences, and won't receive calls or emails from you until you resume them. You can pause prospects from: Their prospect profile screen. The sequence Prospects screen.Few readers

• Mark a prospect as Finished

  Mark a prospect as finished if you have completed all outreach activities you'll perform with this prospect. Mark a prospect as finished if you no longer want to include them in your outreach activities. You can mark prospects as finished in their profile screen. Tip: If you need to mark several prospects as finished at once, you can use the prospect bulk actions. (https://storage.crisp.chat/users/helpdesk/website/c158c5da0e0f2000/Few readers

• How to View and Manage Your Prospects on Outplay

  Learn how to filter, sort, create custom views of your prospects One of the key features of Outplay is its prospect management capabilities. Outplay enables you to filter, sort, and create custom views of your prospects, based on different criteria such as stage, status, and engagement level. This makes it easy for sales reps to focus on the prospects that matter most and prioritize their outreach accordingly. In this article, we'll show you how to view and manage your prospects in Outplay,Few readers

• Prospects Sorting

  You can sort out prospects based on different criteria and also on ascending or descending order. You can sort out prospects on the prospects page, sequence prospects page and on the tasks page. For example, you can sort out prospects based on their created date, update date. You can also sort them out based on the replied and opened emails. On the tasks page, you can sort thFew readers

• Define stages for prospects

  Define the stages of your outreach process for prospects. Stages in Outplay are like Salesforce status fields: they show where your prospect is in your sales process. Using stages helps your team take the appropriate actions to engage a prospect through your sales process. You can define the stages that work best for your sales process in the Stages screen. Note: You must be an Admin to define prospect stages. Click theFew readers

• Difference between working, replied, unresponsive, and bad contact info

  All these stages help you understand the progress of the prospect. Working: A prospect will never fall under 'Working' unless the prospect has been added to a sequence. 'Working' lets you know that the prospect is enrolled in the sequence and allows the prospect to go through the sequence steps. The stage will remain as far as there is no change in the pre-defined stages. The stages vary based on the status too. If a prospect was marked as 'Finished' the prospect will still remain unFew readers

• Understanding Prospects Filters & Sort on Outplay

  Manage your prospects effectively with filters and sort As a sales professional, managing your prospects is essential to your success. Outplay makes it easy to organize, filter and sort your prospects so that you can focus on the most promising leads.  In this article, we'll explore the different types of filters and sort available in the Prospects section of Outplay, and how you can use them to streamline your sales process and access prospects effortlessly.  This article discusses theFew readers

• About Filters & Views

  How to use Filters & Views to find data easily on Outplay Find prospects & accounts with specific attributes swiftly You can filter the prospects list to quickly find specific prospects. For example, you can filter the list of prospects to find: Prospects created by specific members of your team. Prospects with specific tags. Prospects in specific sequences. Prospects for specific accounts. Prospects with exact or partial matches for fields, including custom fields. If there isFew readers

• Examples - Conditional and Date Variables

  Some examples of Conditional and Dates variables. Eg1: Prospect name - Muneesh Tyagi Syntax:   if firstname endif   Usage: Hi if firstname firstname endif Output: Hi Muneesh Eg2: Prospect name - Muneesh Syntax:   unless lastname else endunless Usage:    Hi unless lastname there, else lastname endunless Output: Hi there, Eg3: Considering today is Thursday. Syntax:  if isthursdayFew readers

• Automatically Picking Up Timezone

  Automatically Picking Up Timezone Outplay picks timezone for your prospects automatically based on a few data points available. In case if you don't have a timezone for your prospects (while importing via CSV or CRM), need not worry. Outplay will automatically pick up the timezone of your prospect based on the Phone Area code/ City/State. While uploading the Prospects via CSV or Importing them from CRM if you give either the Phone Area Code or City or Country then the timezone of the prospFew readers

• Resume a prospect

  Resume a prospect in a sequence to start generating tasks and emails for them again. If you've paused a prospect while they've been temporarily unavailable, you can easily resume them again to generate sequence emails and tasks for them. You can resume prospects: From the Sequences area of their prospect profile. From the sequence Prospects screen. Resume a prospect from their profile (https://storage.crisp.chat/users/helpdFew readers

• How to find duplicate prospects?

  Outplay will identify the duplicates if any two fields(from the below set of fields) are found identical. Email Id Phone Number LinkedIn URL Account Name The combination can be anyone out of four e.g. Email <Email, Phone <Phone, Linkedin <Linkedin, Email <Phone, Email <Linkedin, Email <Account, Phone <Linkedin, Phone <Account, Linkedin <Account. There will beFew readers

• Tags

  How to add tags? What are tags? Tags help in filtering and organizing content easily. Tags can be applied to the following list views: Prospects Accounts Sequences CSV Templates Snippets How to add Tags to Prospects? Select the prospects to whom the tags are to be added/create/update. Click the Tag icon and select Add Tags. Select a tag from the list or input a new tag as applicable. Click YFew readers

• Troubleshooting CSV Import Issues.

  In this article, we will discuss how to resolve CSV import issues in Outplay. To understand how to import CSV files in Outplay refer to this article. 1. Extra columns or rows. While Uploading the CSV file to Outplay, please make sure the CSV file used has no empty rows or coFew readers

• Organize your fields

  Organise prospects fields easily within Outplay. You can search for the fields that are important to you and pin them up in the prospect's information. You do not have to scroll all the way down to find the field that you wanted to have in the prospect's information. You can hover your cursor on the specific area to search and pin the fields. The pinning options will apply to all the prospects in your system. (https://storage.crisp.chat/users/helpdesk/website/9e226003d8089800/f6236c2c-9Few readers

• Opt-out a prospect to avoid further communications.

  Opt-out a prospect from receiving further communications from your team. Prospects may choose to opt-out via the link Outplay adds to your emails, but not all prospects will use the link, even if they want to opt-out. You can opt them out manually on their profile screen. Tip: If you need to opt out of several prospects at once, you can use the prospect bulk actions. (https://storage.cFew readers

• Set a prospect's account

  Set a prospect's account Group prospects for the same account together by setting their account. During your outreach activities, you may reach out to multiple people at the same organization. You want to track which organization a prospect belongs to so that your team can work together efficiently. Tip: If you need to add several prospects to the same account at once, you can use the bulk-add option. You can set a prospect'sFew readers

• How can I view the prospects who failed while importing?

  Yes you can do that by navigating to Prospects >Import History >One-time Imports For Viewing Skipped Prospects Click on the Skipped Number and Outplay will open a popup like below You can click on Download CSV if you want to download the records. For ViewFew readers

• Prospect mini-view & full-view

  Prospect mini-view & full-view to help you navigate between prospects super fast and be more efficient When a user clicks on a prospect, a mini view of the prospect profile is loaded on the right side of the screen, where you can find information of the prospect. User can also look at the activity log, phones, emails, texts in the mini view. When ever you click on the name of a prospect, be it from a sequence page or outbox or from feed, prospect details are loaded in that mini view and youFew readers

• Introducing Outplay Panel - Simplify Your Sales Activities

  Access Prospects, Accounts, and Opportunities Instantly From Any Tab As a salesperson, you're always looking for ways to streamline your workflow and stay organized. That's why we're excited to introduce the Outplay Panel - a new feature that will make your sales activities more efficient than ever.  Outplay Panel is a floating toggle that allows you to access prospect, account, and opportunity information instantly from any tab, without the need to navigate through multiple tabs. In thFew readers

• Bulk Edit Prospects

  You can now bulk edit prospects so that you can update or edit any field value for all the prospects in one go. You can edit your prospects either from your prospect screen or from your sequence prospect screen. For example, if you want to edit the timezone for multiple prospects in one go, you can now do that using the bulk edit option. (https://storage.crisp.chat/users/helpdesk/website/c158c5da0Few readers

• Mark a prospect as replied

  You can manually mark a prospect as having replied, for when they reply via a different channel. Sometimes a prospect might reply by a channel that isn't controlled by your Outplay account, such as a LinkedIn message, or in-person. In that case, you can manually mark them as having replied, so you can correctly follow up. You can mark a prospect as having replied: In their profile screen. In the sequence Prospects screen. In the sequence Emails screen. MarkFew readers

• See the prospects in a sequence

  See all the prospects in a sequence sorted by their response or sequence step. You can view all the prospects that have been added to a sequence, and their current activity and status in the sequence on the sequence Prospects screen. In the Sequence screen, click the sequence you want to view. Click Prospects. Filtering prospects in a sequence To filter the list of prospectFew readers

• Change a prospect's stage

  You can manually set a prospect's stage if you need to. In Outplay, a prospect's stages reflect where they are in your outreach process, so you can filter and find prospects as you need.  As a prospect moves through sequences, your Triggers can automatically set the appropriate stage. But sometimes you want to manually set a prospect's stage. You can do this in the prospect's profile screen. (https://storage.crispFew readers

• Resume Option on Prospects Section.

  In this article, we will discuss how to resume prospects in multiple sequences through the Prospects Section. As part of our new enhancements, we have introduced the ability to resume prospects directly through the Prospects section. Your prospects can be paused manually or automatically depending on their Mail validity or interaction. Users can now filter them out and resume them accordingly. (https://storage.crisp.chat/users/helpdesk/website/ec97e30bc6c77800/121c79e9-8e80-4ac3-9aFew readers

• Smart views

  Smart Views are a saved set of filters that you can apply to filter out your data set. These are the shortcuts for a search you will perform more than once. You can create more than one smart view and use them whenever you would want to. Whenever you apply a Smart View to a search, you can add or remove as many additional filters as you like and save them as a new View. Smart Views can be used on Accounts, Prospects, Tasks, Calls, Meetings, Sequences >Prospects (any page with filters) OFew readers

• Conditional and Dates Variables

  email variables, conditional variables, date variables, variables Conditional Variables: You can add conditional and date variables to the emails while creating your custom template for your sequences.  You can find the options in email editor named as Variables Please click on " Variables" button and then click "Others" to open up the list of all the conditional variables available to use. Please find the below screenshot to understand the same:  (https://storage.crisFew readers

• How can I view the prospects who failed or succeeded while adding to the sequence?

  Once the prospects are added to the sequence, Outplay shows the Action Stats popup. In the action stats, the numbers are clickable. On clicking the number, the system will open those prospects in the new tab. If the user clicks on success numbers, the system will open those prospects in the new tab Please see the below screens for your reference. How to view theFew readers

• Manage a prospect's profile

  Manage a prospect's profile Use the prospect profile screen to view your activity with a prospect, see their sequences, emails and calls, and edit their details. The prospect profile screen shows everything you need to know about a prospect in one place.  To open a prospect's profile screen, double-click the prospect's name in the Prospects screen. The details panel TheFew readers

• Create tasks in Bulk from the Prospects Page.

  In this article, we will discuss how to create bulk tasks from the Prospects section. As part of the new enhanced Prospects page, users can now create tasks in bulk for prospects. Users can select prospects in Bulk and create singular tasks which aren't part of the sequence. Please follow to steps below - Navigate to the Prospects Page. Select the prospects whom you want to create tasks for. Click on the "create task" icon on the header of the page. You will beFew readers

• How to Export a Prospect List on Outplay

  Learn how to export your prospect list with the desired columns Exporting a custom prospect list is an important task for sales teams to manage and analyze their prospects effectively. Outplay allows you to apply various filters/sort to your prospect list and export them with the specific columns that you require.  In this support article, we will guide you through the process of exporting a prospect list from Outplay. Log into Outplay. In the Engagement section, clFew readers

• Understanding common reasons for Import CSV failure

  In this article, we will understand the common reasons why import failed or partially failed when adding Prospects to the Outplay platform. Please refer to the table below for the cause and action required for CSV failure.Few readers