Search Lists: How to Bring in Your Prospects

How do I get my prospects into Orum?

Salesforce

By creating reports in Salesforce.

Outreach & SalesLoft & Apollo

Orum will bring in Sequences and Cadences

HubSpot

Call lists and Sequences (both sequence and one-off)

Google CSV

Uploading CSV files

What Salesforce reports does Orum support?

Please see: Support Salesforce Reports

What are the Salesforce report best practices?

Reports in Salesforce should include all the fields the reps need for context when connected. This should also include all fields that they need to edit. To prevent workflow issues like calling someone you’ve previously connected with, you will want to apply filters and have workflows.

Example - automatically change lead status based on disposition

When you connect with a prospect reps change the lead status from “new” to “two-way contact”. The report only filters for the “new” status, so this lead will now drop off this list and not reappear.

How do I customize the fields in Salesforce?

This is done by going into SFDC and adding/removing fields from the report. How you order the report and the fields you select will determine what appears in Orum.

Why aren’t my prospects showing up? / Why aren’t all my call tasks showing up?

There are a few reasons.

You first want to check if you have any Orum filters applied and remove those. You will also want to click “refresh” if you are in the middle of a list.

Refreshes list to current state

When you begin dialing, Orum will automatically grey out all prospects that don’t have a valid phone number based on the selected phone fields. It will also grey out any prospects where there was no number, incorrectly formatted, numbers that are not selected (filtered phone), or we previously called and encountered a dial-tree or the call failed.

Please check that you’ve selected the correct phone field and it contains valid numbers. These prospects will show up at the bottom of your list.

Salesforce

For reports ensure that “show details” is selected. If you hide details, we’re unable to import a report. If you’ve made any changes to the report, ensure that you’ve hit “refresh”.

Outreach / SalesLoft /Apollo

You will want to make sure that the call tasks are due or past due. You do not have any filters applied, and you’ve hit REFRESH to bring the list to the most current state. Keep in mind we only show call tasks associated with you.

HubSpot

You will want to make sure that the call tasks are due or past due. If you are using a call list, it will need to be contact-based. You do not have any filters applied, and you’ve hit REFRESH to bring the list to the most current state. Keep in mind we only show call tasks associated with you.

How do I load a sequence in my list?

Navigate to the search lists bar.

How do I customize the fields in the lists?

Outreach / SalesLoft / HubSpot --

Go to the settings tab > Integrations Settings > Displayed {crm} Fields For All Reps:

Settings Tab: Customize What Fields Appear When Dialing & Connecting

Salesforce / Google CSV --

The visible fields are controlled by the fields present on the report or CSV file.