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Overview & Process
Overview & Process
This process will work for both Individual Rep uploads and when Marketing / Managers are uploading leads on behalf of Reps.
Make sure that you follow the step-by-step guide below and do not exceed 50 leads in a single upload per one rep (there is a rule set in the Outreach)
You can only bulk upload to a single Sequence. If you do need to bulk upload to different sequences - you would need to do multiple bulk uploads.
Step by Step Guide
Step by Step Guide
1) Navigate to Salesforce Leads List view (not the report)
2) Select all the leads that you need to upload to the Sequence (make sure they all fit one sequence criteria)
3) Click "IMPORT TO OUTREACH" button on the SF right hand corner
4) You should see your "Outreach Extension" pop up on the right side from you browser window
5) Once the leads are synced to Outreach, some leads might be marked as failure (if this happens to more than 1 lead - document this in the Outreach Teams Support Group)
6) Click the "Done" button and you should see the successfully imported leads in Outreach
7) Now: Select all the newly imported prospects and click the Sequence icon above them. Follow the below steps from left to right!
8) Select All prospect here and hit the "sequence" button on the top.
9) Select the correct Sequence for those prospects and click it. (Remember there can only be one sequence per one bulk upload)
10) Click "Show Advanced" button! You need to select assignee here.
11) If you are assigning leads on behalf of somebody in the "advanced settings" select the Rep Name in the field" Sequenced by" as shown below.
12) Click "Add to Sequence" once you are happy with the selection.
If you still have questions about Outreach or having issues with some of its functionality please reach out on Teams to anne.meringolo@kaseya.com or victoria.boryaeva@kaseya.com
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