What is Universal Taskflow?
Universal Taskflow allows you to execute tasks more efficiently on top of Salesforce, LinkedIn or any other site. Upon starting a task, it can automatically land at the page of your choice, and you can easily switch between the Outreach, Salesforce, or LinkedIn profiles of the particular prospect.
Enabling Universal TaskFlow:
Ensure you have the latest version of the Outreach Everywhere chrome extension installed and Window Mode is enabled - When the "Use Window Mode" checkbox is selected, you will then see the "Use Universal Task flow" checkbox appear. Once Universal Task Flow is enabled, make sure to refresh your existing Outreach Tab for it to take effect.
*If you do not see ‘Window mode’ or ‘Universal Taskflow’ checkboxes available, please contact email@example.com
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.
- You can quickly move between the prospect’s Outreach profile, Salesforce, LinkedIn, and other sites via the link icons located above the prospect's name:
- 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.
*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.
*You can bulk upload/update prospect websites via a CSV file rather than editing each prospect as well.
For any questions or feedback, please reach out to firstname.lastname@example.org