Settings

Set up email, meetings, phone numbers, and chat, as well as sequence schedules, custom fields and stages, and your billing details.

25 articles in this collection
Written by Laxman Papineni and Luv Jain

How can I connect my SMTP/IMAP?

Written by Luv Jain
Updated over a week ago

Organization Settings

Written by Luv Jain
Updated over a week ago

Set up your profile

Add your name, avatar and time zone to make it easier to manage tasks in your team.

Written by Laxman Papineni
Updated over a week ago

Change your password

Change your account password

Written by Laxman Papineni
Updated over a week ago

Set up your mailbox

Connect to your Gmail account and set up your signature to start sending emails.

Written by Laxman Papineni
Updated over a week ago

Set up your meeting availability

Connect your calendar and set up your meeting availability and reminders so prospects can easily book a meeting with you.

Written by Laxman Papineni
Updated over a week ago

Set a different caller ID

You can set a different caller ID to appear when you make calls from the Outplay dialer.

Written by Laxman Papineni
Updated over a week ago

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.

Written by Laxman Papineni
Updated over a week ago

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.

Written by Laxman Papineni
Updated over a week ago

Safety settings - Prevent spam penalties

Limit your sending rates to avoid being penalized by email providers.

Written by Laxman Papineni
Updated over a week ago

Admin settings

Invite your team members

Add team members to help you reach your sales targets.

Written by Laxman Papineni
Updated over a week ago

Block emails to specific domains

Create a Do Not Contact list to prevent your team sending emails to certain domains.

Written by Laxman Papineni
Updated over a week ago

Assign a phone number

Assign a phone number to start making calls through Outplay

Written by Laxman Papineni
Updated over a week ago

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.

Written by Laxman Papineni
Updated over a week ago

Define your call outcomes

Define the call outcomes your team members choose when they finish a call.

Written by Laxman Papineni
Updated over a week ago

Restrict automatic call recording

Prevent automatic call recording in states or countries where it's not permitted.

Written by Laxman Papineni
Updated over a week ago

Set up schedules for sequences

Create a schedule for when your sequences will send automatic emails to prospects.

Written by Laxman Papineni
Updated over a week ago

Add the sales chat widget to your website

Add the Outplay chat widget so you can continue sales conversations right on your website.

Written by Laxman Papineni
Updated over a week ago

Customize the domain of your email links

Add a custom domain so your tracked email links come from your business' domain.

Written by Laxman Papineni
Updated over a week ago

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.

Written by Laxman Papineni
Updated over a week ago

Update your billing details

Update your credit card and choose where we send your invoices.

Written by Laxman Papineni
Updated over a week ago

Manage your subscription

Add or remove users from your Outplay account at any time.

Written by Laxman Papineni
Updated over a week ago

Purchase dialer credits

Add dialer credits to your account so you can assign phone numbers and make calls

Written by Laxman Papineni
Updated over a week ago

Define stages for prospects

Define the stages of your outreach process for prospects.

Written by Laxman Papineni
Updated over a week ago

Define stages for accounts

Define the stages of your outreach process for accounts.

Written by Laxman Papineni
Updated over a week ago