CRM

Outseta CRM includes three different record types: Accounts People Deals This article explains the difference between the three record types. Accounts Accounts are the primary record type in Out...

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 place to store the data going forward. Custom properties are...

Segments are groups of people or accounts that share similar characteristics. You specify criteria for your segments, then Outseta will automatically populate your segments with any users that matc...

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

If you are interested in updating a large number of your existing People records, follow the steps outlined below. If you are updating properties that already exist on your people records, you don'...

This article explains how you can make a bulk update to a property or properties on your ACCOUNT records. This process is for updating your existing accounts rather than creating new ones. 👉 If y...

Outseta CRM can be used to manage your prospects' progress through your customer acquisition process. To begin using this feature, you must first customize your sales pipeline stages to mirror the ...

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 activities to trigger email automations whenever th...