Settings reference.
Quick reference for every Sales Outreach-related setting. Most live in the Settings hub (top nav) — Sales Outreach has no product section of its own, so its settings are the cross-product ones (Account, Integrations, Notifications, Billing). The Sales Outreach page keeps its own in-page controls for message style and templates.
Account Settings (global)
| Field | Purpose |
|---|---|
| Business name | Used in email signatures, templates (sender.business), and the CASL sender-id footer |
| Owner display name | Personal name used in templates (sender.owner_name) and the CASL footer contact line |
| Timezone | IANA timezone — affects send window calculations |
| Logo | PNG/SVG, max 500KB — used in monthly reports |
Business mailing address card (Settings → Account, required)
| Field | Purpose |
|---|---|
| Street address | Auto-injected into every outreach email’s CASL footer. Required before P02 sends work. |
| City / Province / Postal / Country | Same as above — full address is rendered |
| Legal contact email | Optional but recommended; appears on the footer’s “Contact” line |
| Legal contact phone | Optional but recommended |
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Placeholders are rejected
Placeholder-looking addresses (TBD, 123 Main St, N/A) are rejected by validation — the field will refuse to save until you enter a real address.
Email Provider card (Settings → Integrations)
| Field | Purpose |
|---|---|
| Connect Gmail / Microsoft 365 | One-click OAuth connect — see Connecting your sending email |
| Active sender | Shows which provider is currently sending |
| Disconnect | Clear tokens, stop sending |
Integrations card (Settings → Integrations)
| Field | Purpose |
|---|---|
| HubSpot | OAuth connect / disconnect |
| Pipedrive | API token paste / disconnect |
| Calendly | OAuth (used by P05 — Sales Assistant) |
See CRM integration.
Notifications (Settings → Notifications)
| Field | Purpose |
|---|---|
| Channels | List of Slack/Teams/email destinations you’ve configured |
| Subscriptions | Toggle grid — which events to which channels |
See Notifications.
Sales Outreach page (in-page settings)
| Field | Purpose |
|---|---|
| Message style | Default mode for new imports — AI-written or pick a template. See AI-written vs template-driven. |
Sequence Templates editor
| Field | Purpose |
|---|---|
| Step subject / body / angle / delay | Per-step content |
| Linting pills | Token / scope warnings |
| Preview | Render with sample data |
See Sequence templates for the full token reference.
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