Objective
The purpose of this article is to provide direction to Outreach Users in applying templates to an email in Gmail.
Applies To
- Outreach Users
Procedure
- Ensure the Outreach Everywhere Chrome Extension is installed and enabled in your browser.
- Compose a new email or access an existing email.
- Add the applicable Prospect(s) to the To field.
- Click the Templates icon in the email composition window.
- Search and select the applicable Template.
The selected template appears in the body of the email for additional input and customization as applicable.
Note: To access Templates that are part of a Collection, click the All Templates dropdown, then select from the list of available Collections.