How To Install the Outreach Sales Engagement Add-In for Outlook

Purpose: 

The purpose of this article is to provide direction to Outreach Users in installing the Outreach Sales Engagement Add-In for Outlook Web, O365, and Desktop versions. 

Intended Audience: 

• Outreach Users

Notes: 

• Emails sent with the Outreach Sales Engagement Add-In, Send-With-Outreach option, are visible in the Outreach Outbox. Emails sent outside the Outreach environment do not display in the Outreach Outbox.  
• Native Send - Confirm the Outreach Add-In is enable and open in the New Mail panel prior to clicking Send. An easy way to ensure this is open before sending is to have Outreach pinned open on the New Mail window before sending. 
• This article illustrates the process of searching and installing the Outreach Sales Engagement Add-In for Outlook 365. The process is similar for Outlook Web and Mac Users. For more information regarding installing Add-Ins for Microsoft products, refer to the Microsoft Installing Office Add-ins to your mailbox article. 
•  

Adding the Outreach Outlook Add-In: 

1. Access Outlook.
2. Access the Add-in Store.
3. Input Outreach in the Search field and select the Outreach Sales Engagement Add-In or press [Enter].
   
4. Click to install or enable the Outreach Sales Engagement Add-In for Outlook as applicable.
   Note: The searching and installation of the Outreach Sales Engagement Add-In for Outlook is similar for Outlook Web, and Mac Users.
   
   The Outlook Sales Engagement Add-In for Outlook is installed and ready for use.

Additional Resources:

Outreach Sales Engagement Add-In for Outlook FAQs