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    • Getting Started
    • Protected Content
    • Sign up and Login
    • Webflow
    • Developer Docs
    • Code Snippets & Examples
    • Billing
    • CRM
    • Email
    • Help Desk
    • Settings
    • Circle.so
    • Integrations
    • Legal & Security
    • Demo App: Feedback Fort
  • How to use Accounts, People, and Deals

    Outseta CRM includes three different record types:

    • Accounts
    • People
    • Deals 

    This article explains the difference between the three record types.…

  • Custom Properties

    If you want to store data in Outseta and there's not a default property already, you must first create a custom property—this gives us a…

  • Segments

    Segments are groups of people or accounts that share similar characteristics. You specify criteria for your segments, then Outseta will…

  • How to import subscribers

    If you are migrating your business to Outseta from other subscription or membership management tools, you can easily import your existing…

  • Import your existing contacts

    This article will walk you through how to import your existing contacts into Outseta. Please note that this process is different from importing…

  • Import a bulk update of people records

    If you are interested in updating a large number of your existing People records, follow the steps outlined below.

    If you are updating properties…

  • Customize your sales pipeline stages

    Outseta CRM can be used to manage your prospects' progress through your customer acquisition process. To begin using this feature, you must first…

  • Create custom activities to track engagement with your product

    Outseta allows you to create custom activities so that you can track how users are engaging with your product or website. You can also use custom…

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