Admin settings

• Creating an Email Alias in Office365

  In this article, the steps to create an email alias within office365/outlook are discussed. Steps to create Email Alias from O365/Outlook To make your emails an alias, Log in to O365 and select the settings cog in the right corner. Click 'View All Outlook Settings' at the bottom of the pop-out window. On the left panel, click on 'Sync Email' Next to 'Sync Email' click on 'Manage or choose primary alias'. Type in your email address anPopular

• Understanding System/User Logs: A Comprehensive Guide to Activity Tracking

  Introduction System and user logs play a pivotal role in tracking and recording various activities within a platform. These logs are a valuable resource for administrators and users alike, offering insights into changes, modifications, and key actions performed within the system. In this knowledge-based article, we'll delve into the specifics of system/user logs, focusing on the comprehensive tracking of user activities, including settings modifications, user/role/permission changes, and mPopular

• Define call outcomes on Outplay

  Identify leads who are most likely to convert into a customer  Call outcomes refer to the result of a call made by a sales rep to a prospect. It is a way to track and measure the effectiveness of the sales process by recording the outcome of each call. Some examples of call outcomes include Interested, Not Interested, Followup, No Answer, and more.  By tracking call outcomes, you can gain insight into the performance of a sales rep and the overall sales process. Moreover, you can identify aPopular

• Assign a phone number

  Assign a phone number to start making calls through Outplay You can assign phone numbers to yourself and your team on the Dialer screen, so you can make calls through Outplay. Your assigned number will show up as a caller id when you make phone calls through Outplay, unless you configure another caller ID number. Note: You must be an Admin to assign phone numbers. Click the uSome readers

• How to create an email alias in Gmail

  In this article, we will discuss how to create an email alias within Gmail. A primary email address is a mailbox address that is assigned to you when you create a mailbox account. When you send an email, your primary email address appears in the From field.  However, you can have more than one email address associated with your mailbox account. These alternative email addresses are called aliases. They are forwarding email addresses that you can add to your primary email address. Emails senSome readers

• Multi-factor Authentication on Outplay

  Multiple factors, maximum security! Multi-Factor Authentication, or MFA, is a security system that requires more than one method of authentication to login to Outplay. It is designed to provide an additional layer of security for Outplay accounts and protect against unauthorized access. It is becoming increasingly important for businesses to implement MFA to protect sensitive information and prevent data breaches. NOTES:  On Outplay, MFA can be enabled on the Admin and UserSome readers

• Billing Information and Invoices

  Manage billing information and easily track expenses on Outplay On Outplay, you can have all of your billing information and invoices in one place - to easily access the information you need and avoid having to search at all.  You can keep your billing information up-to-date to ensure that invoices are sent to the correct address and that payments are applied to the correct account. Moreover, you can keep track of all your invoices to easily see what has been invoiced, when payments are dueFew readers

• Set up custom fields for accounts and prospects

  Add custom fields for your accounts and prospects to record information specific to your CRM or business. You can define custom fields for both prospects and accounts to use either with your CRM, to filter prospects or accounts, or to record information relevant to your sales process. Custom fields can be either text or a number. Note: You must be an Admin to create custom fields. Click the user menu, and click Settings.Few readers

• How to block emails to specific domains

  Add email domains you want to avoid in the DNC There may be several reasons to add email domains to the Do Not Contact (DNC) List. For example, by ensuring that you are not contacting individuals or organizations that have requested to be removed from your mailing list, you can ensure compliance with laws and regulations related to unsolicited marketing. Moreover, you can save time and resources by focusing on more engaged and responsive leads. This also helps improve the customer experiencFew readers

• Restrict automatic call recording

  Restrict automatic call recording Prevent automatic call recording in states or countries where it's not permitted. Outplay automatically records all calls made using the Dialer. You can make sure you don't record anywhere you're not legally allowed to by restricting area codes. Note: You must be an Admin to restrict automatic call recording. Click the user menu, and clickFew readers

• Priority Statuses for Sequences on Outplay

  Optimize Your Sales Outreach with Customized Priority Levels  If you're looking to enhance your sales productivity and streamline your outreach efforts, customizing priority statuses is the way to go. In this article, we'll walk you through the simple process of setting up and managing priority statuses, so that you can prioritize your sequences and prospects effectively. With Outplay's priority statuses feature, you can easily categorize your sequences based on their importance, assign appFew readers

• Add the sales chat widget to your website

  Add the sales chat widget to your website Add the Outplay chat widget so you can continue sales conversations right on your website. Live chat is becoming a vital part of the sales process, but when you have a prospect interested, the last thing you want is to put them through the same qualifying chatbot questions all over again when they visit your website. Add the Outplay chat widget so that when your prospect clicks a link from your email to your website, you can continue the conveFew readers

• Purchase dialer credits

  Add dialer credits to your account so you can assign phone numbers and make calls To make calls through Outplay, you need dialer credits on your account. You can buy credits on the Dialer Credits screen in the Settings. Note: You must be an Admin to purchase dialer credits. Click the user menu, and click Settings. Click Billing. Click Dialer CreditsFew readers

• How to define Stages for Accounts on Outplay

  Track your accounts and their progress through your sales funnel On Outplay, Accounts refer to the companies or organizations that are being targeted by sales reps as potential customers. Accounts can contain information such as the company name, industry, size, contact information, deal progress, and much more. Stages in Accounts represent the different phases that a prospect goes through before becoming an actual customer. By tracking stages for Accounts, you can get a clear overview of hFew readers

• Scheduling Daily, Weekly, Monthly Reports

  In this article, we will discuss how to set up reporting for internal teams about the progress in Outplay. Outplay now helps in providing reporting to Outplay Admins so that they can keep their reports handy. To access and set up the Report Notifications Setup -  Navigate to Outplay Settings. Scroll down to User settings. Click on Notifications.Few readers

• How to create custom fields on Outplay

  Add custom fields to Prospect, Account or Opportunity Using custom fields on Outplay can improve data organization. It allows you to organize and categorize data in a way that’s most meaningful to you, making it easier for you to access and analyze important information.  Custom fields can also enhance personalization - by storing prospect information such as interests, pain points, and other factors, allowing you to personalize your approach and increase your chances of closing a deal.Few readers

• Schedule a sequence

  Schedule your sequences to control the times your automatic emails are sent. When schedules include automatic emails, those emails are sent according to the schedule you set. Your schedule defines: The days of the week emails will be sent. The times during the day emails will be sent. Which timezone is used as the default when a prospect doesn't have a time zone in their profile. Whether Outplay should use the prospect's time zone when available instead of theFew readers

• Stop sequence to all prospects in an account when a reply is received

  Introduction Managing communication with multiple prospects efficiently is crucial for successful sales and marketing operations. To streamline this process, many organizations implement automated email sequences. However, continuing to send these sequences to all prospects in an account after receiving a reply can be counterproductive and potentially annoying. Therefore, implementing a "Stop Sequence" feature becomes essential. This article will explore the importance and implementation ofFew readers

• Add a fallback number

  Add a fallback number to your account so you don't miss any incoming calls if you're away from Outplay. Add a fallback number in the Dialer screen. Outplay will automatically redirect calls to this number if you or your team members are away and your forwarding number isn't available. This might be an on-call number, or your company front-desk number. Note: You must be an Admin (https://support.outplayhq.com/invite-your-team-membFew readers

• Why my call stats on reports are not matching with the calls page

  Outplay currently supports dialing to the direct one -off numbers which are not mapped to any prospect. This means, that if you have called any number that is not mapped to any prospect then that dial will be visible on the calls page. However, reports consist of the prospect's data i.e. any meeting booked, email sent, received, or dialed is linked to the prospect. This is why numbers on the calls page might not match with numbers on reports. Don't worry, you can fix that by toggling the coFew readers

Holiday Calendar

• How to setup Custom Holidays

  This article talks about how you can create custom holidays and assign to your sequences Let us understand how to create custom holiday  Navigate to the Schedule tab  Click on Holiday Calendar By default, there are out of the box holiday calendars available those are US, UK, India, Australia, Canada To create a new custom holiday, click on Add Holiday Calendar button A new form will open which will ask for  Name of the holiday calendar Select the timezones for which thisFew readers

• How to manage & map custom tracking domains

  After you have added custom tracking domains to Outplay, you can map them to mailboxes or email aliases as required. Moreover, you can also choose to manage custom tracking domains by editing, deactivating, and more. This article discusses the following: Manage custom tracking domains Map custom tracking domains to mailboxes FAQs Manage custom tPopular

• Add a pass-through number

  Add a pass-through number to make calls from your cell phone or landline if your internet connection is weak. Call pass-through allows you to start a call from the Outplay dialer like you normally would, but use a landline or cell phone to take the actual call. It's useful when your internet connection isn't strong enough to support a clear call connection. Note: Pass-through works by dialing first your pass-through number and then your prospect's number. We recommend you only use pasSome readers

• Set a different caller ID

  You can set a different caller ID to appear when you make calls from the Outplay dialer. When your prospect receives your call, by default they'll see your Outplay assigned number on their caller ID. It's no secret people are more likely to answer a phone call from a number they recognize, and let unfamiliar numbers go to voicemail. If your customers are more familiar with another number, such as your personal cell number or your officeSome readers

• Prevent landing in spam by configuring Safety Settings

  Configure your Safety Settings to protect your domain As a sales professional, it's important to have a robust and effective engagement strategy in order to reach potential customers and close deals faster. With Outplay, you can automate and streamline your daily outreach efforts to hundreds of prospects easily. However, as you scale your outreach efforts, the risk of being flagged as spam by email servers and recipients also increases. In this article, we'll take a look at some key stepsSome readers

• How can I connect my SMTP/IMAP?

  SMTP/IMAP connection procedure. To connect with your own SMTP/IMAP with Outplay Click User settings. Click Mailbox. Select Other IMAP/SMTP. Enter your SMTP/IMAP details like Host Name, Port no., Username and Password in both SMTP & IMAP fields. Click on checkboxes next to SSL/TLS. Click on Verify & Connect. (https://storage.crSome readers

• How to change your password on Outplay

  Secure your Outplay account easily Changing passwords regularly is essential to protect against hacking, meet compliance standards, and guard against phishing and keylogging malware. It's important to secure personal and confidential information from unauthorized access. Here’s how you can change your password on Outplay: Login to Outplay. In the Engagement section, navigate to Profile → Settings. (https://storage.crisp.chat/users/helpdesk/website/e13aa3b58d2780Few readers

• Safety Settings-Admin

  Now administrators can throttle the emails sent by a user and to a domain. Within Outplay, Now administrators can throttle the emails sent by a user and to a domain within Organization Settings. This setting is now available at the user and admin levels. How to Change the Max. Emails ratio? Navigate to Org Settings and under safety settings, the logged-in user will find the option to make the changes. (https://storage.crisp.chat/users/helpdesk/website/c158c5da0e0f2000/screeFew readers

• Add a forwarding number

  If you don't have Outplay open when a prospect calls your assigned number, Outplay can send the call to your forwarding number. Prospects might call your Outplay assigned number when you don't have Outplay open. You can still accept these calls by setting up a forwarding number. Outplay will automatically forward calls to this number when you're away from the platform. Forwarding numbers are added in the Calls screen. Click the user menu, and click Settings. Click *CallsFew readers

• Prevent Internal Meetings from Meeting Booked

  Outplay now provides the capability to differentiate between Internal & Client meetings Internal meetings with team members or teams will not be counted in the reports generated within Outplay which will provide accurate data. How to enable this option? Login into Outplay, navigate to settings. Go to Org Settings. Within here there is a field to add domains to not create prospects and meetings. Admin can add the domain in the below option which is avaFew readers

• Set up your Outplay account

  Set up your Outplay account to start engaging your prospects. To get the most out of Outplay, you'll need to set up your email and calendar and configure your account. Here's how to get started: When you log into Outplay for the first time, you'll be prompted to connect the Gmail account you'll be sending email from. Once that's set up, make sure you: Set up your name, time zone, and profile photo. Set up your email siFew readers

• Enable Open and Click Tracking for your emails

  Real-time insights to make informed business decisions Have you ever sent out emails and waited anxiously for a response - not knowing, even in the slightest, if your prospect has opened or read it? Well, say goodbye to all that uncertainty with Outplay. You can track your emails and monitor if your prospects have opened your emails and clicked any links in them. Get real-time insights by enabling Open & Click Tracking for your emails. Here’s how you to can enable Open & Click Tracking oFew readers

• How to Use Resizable Columns in Outplay

  How to Use Resizable Columns in Outplay Outplay now offers the ability to resize columns within various sections of the platform, allowing you to customize the view according to your preferences. You can easily adjust the width of the columns to better suit your workflow and data visibility needs. Steps to Resize Columns Locate the Column Headers: In any section where columns are displayed (such as the prospects, accounts or tasks), navigate to the top of the table or lisFew readers