With Outreach's Outlook Add-In, we have added Outreach functionality straight to the desktop client if you are using an Exchange or Office365 Mail server. Before attempting to install the Add-In on your Outlook client, please check our compatibility requirements here.
Installing the Outreach Add-In
- In the navigation ribbon, click on the "Store" Icon
- In the Add-In window, Search for "Outreach" and enable the toggle "on"
Enabling Outreach in Outlook
Outreach will only appear in a compose or reply window and will not appear when viewing messages.
- When composing (new message or reply), you will see Outreach buttons in the ribbon above the “to” fields. There are three buttons - Send with Outreach, templates, and settings.
- To use the Add-In, you need to sign in. Click on settings and select "sign in". Enter your Outreach login credentials to authenticate the Add-In.