Sales engagement, 2022–2024: the highlights

The 360 View was rebuilt so it loads faster. Reps can open Smart Views from their task list and group tasks by time zone, sequence, account or opportunity.

The list of people in a sequence got new filters, and you can create and send emails to many of them at once. Heads up: clicking a row stopped opening its details, and “Last Contacted” became “Step Changed”.

Activate, pause, delete or favorite a sequence from inside the builder, add a description, and see a summary card with steps, days and how much is automated.

Select a pile of old templates and archive them in one go, then restore them the same way if you need them back.

Choose which fields show as columns on prospect, account and opportunity lists, put them in your order and save the layout as a Smart View.

A single trigger can hold several branches, each with its own condition and action, so you can stop building near-identical triggers.

Draw who reports to whom and who influences whom at an account, right inside Outreach. In August it got drag and drop.

Fire a trigger when a prospect, account or opportunity field changes, changes from one value, or changes to another.

Send a task to a whole team and let Outreach rotate who gets it. In November you could also assign by job role, such as the CSM on the deal.

A rebuilt Outlook add-in with templates, snippets and reminders. The old add-in stopped working October 1, 2024, so admins had to switch.