Settings

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

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25 articles in this collection
Written by Laxman Papineni, Vamsi C., and Luv Jain
Admin settings

Invite your team members

Add team members to help you reach your sales targets.
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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.
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Written by Laxman Papineni
Updated over a week ago

Assign a phone number

Assign a phone number to start making calls through Outplay
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Laxman Papineni
Updated over a week ago

Update your billing details

Update your credit card and choose where we send your invoices.
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Written by Laxman Papineni
Updated over a week ago

Manage your subscription

Add or remove users from your Outplay account at any time.
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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
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Written by Laxman Papineni
Updated over a week ago

Define stages for prospects

Define the stages of your outreach process for prospects.
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Written by Laxman Papineni
Updated over a week ago

Define stages for accounts

Define the stages of your outreach process for accounts.
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Written by Laxman Papineni
Updated over a week ago