Support Center

Using the Outreach Members Related List

Last Updated: Feb 06, 2014 10:10AM CST

With the Outreach Members related list, you can view, add, edit, or remove outreach members directly from an outreach detail page.

The Outreach Members related list displays five outreach members by default. To display more members, click the Show more link.

The Manage Members drop-down button in the Outreach Members related list and in the outreach detail section lets you search for leads and contacts and add them as outreach members, update or remove existing members, and add and update outreach members using an import file.

From the Outreach Members related list:
  • Click the outreach member's name in the Name, First Name, or Last name column to view the outreach members details.
  • Click Remove to remove a campaign member from the campaign.
  • Click Edit to edit the outreach member details.
  • Select one of the following from the Manage Members drop-down button:
    • Add Members - Search to add campaign members from a search.
    • Add Members - Import File to add outreach members by importing leads from a comma-delimited text file (.csv).
    • Edit Members - Search to view, update, or delete existing outreach members.
    • Update & Add Members - Import File to edit campaign member status using an import file.

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