Outreach Everywhere Universal Task Flow Overview

Objective

The purpose of this article is to provide direction to Outreach Users regarding the Universal Taskflow for Outreach Everywhere. 

Applies To

• Outreach Users

Notes:

• Outreach Everywhere is required to complete this process. For more information regarding the installation of Outreach Everywhere, refer to the Installing the Outreach Everywhere Chrome Extension article. 

Overview

Universal Task Flow Overview

Universal Taskflow allows you to execute tasks more efficiently on top of Salesforce, LinkedIn or any other website. Upon starting a task, a new browser tab is created displaying the landing page of your choice, and you can easily switch between the Outreach, Salesforce, or LinkedIn profiles of the particular prospect.

Procedure

Enabling Universal TaskFlow

1. Ensure you have the latest version of the Outreach Everywhere chrome extension installed and Window Mode is enabled.
2. Go to your Outreach settings by clicking on your name in the bottom left hand corner and then Personal Settings.
3. From there, select Outreach Everywhere settings and Enable Universal Task Flow.

Using Universal Taskflow

When Universal Taskflow is enabled, the task will be populated in the Chrome Extension. The Chrome Extension window will control the corresponding tab based on the task content and your workflow.

1. Quickly move between the prospect’s Outreach profile, Salesforce, LinkedIn, and other sites via the link icons located above the prospect's name. When a location is selected, a new tab will open in your chrome window. If you move locations (ex: from Salesforce to LinkedIn), the same tab will navigate to the selected website.
2. If you have a preferred default landing page (e.g: if you always want to land on top of Salesforce or LinkedIn by default) you can change the default workspace by clicking the ‘Settings’ option next to the link.
3. Launch window mode by clicking on the Outreach logo in your chrome extension menu, found on the top ride side of your chrome browser.
   Note: Universal Taskflow will default back to the Outreach profile if the specific link for the prospect does not exist.

How are the links populated? 

The links within universal taskflow is determined by the ‘Links’ fields under the prospect - edit experience.

Note: You can bulk upload/update prospect websites via a CSV file or salesforce report. 

Additional Information 

Outreach Everywhere Chrome Extension Settings

How To Install the Outreach Everywhere Chrome Extension