Creating a New Prospect in Outreach from Gmail
If we notice that the individual being emailed does not yet exist in the Outreach platform, the Extension will automatically create a new prospect in the web app where all email activity and open/click tracking will be synced. First and last name will not be included in the creation of the new prospect. If adding the prospect to a follow up sequence, first/last name will need to be added to the prospect profile in the Outreach platform for first and last name variables to merge successfully.
1. To automatically create a new prospect from Gmail, make sure you've installed the Chrome Extension.
2. When composing a new email or replying to an email thread, ensure the chrome extension is enabled. You'll know Outreach is active if the toggle on the Outreach bar is blue and the compose window changes color. The chrome extension must be enabled to automatically add new prospects to Outreach.
3. Open Outreach Everywhere window mode to find your new prospect to add additional information right form your inbox.