Adding Outreach Members from the Manage Members Page
To add outreach members from the Manage Members page:
- Click Manage Members and choose Add Members - Search from the drop-down button on an outreach detail page or the Outreach Members related list.
- On the Add Members subtab, select the Leads or Contacts radio button to add leads or contacts, respectively.
- Search for leads or contacts:
- You can specify search filters and click Go!
- Alternatively, you can select an existing view, such as all open leads, from the Use Existing View drop-down list. Your results will display automatically. If you select an existing view, you can modify its criteria by adding or changing filters, and clicking Go!.