When you download the Outreach Everywhere Chrome Extension, you have a few options to choose from that can be adjusted based on your workflow.
Navigating to the Outreach Everywhere Chrome Extension Settings
1. Add the Outreach Everywhere chrome extension.
2. Once installed, right click the Outreach logo on the top right of your chrome window. Select “options” and "Open Outreach Everywhere Settings".
Understanding the Outreach Everywhere Settings
Window Mode: With Window mode, the Outreach content is launched in a separate window that snaps perfectly to the side of your browser. This makes the chrome extension immediately responsive to the web content you are on, and keeps up with your workflow as you move between different pages.
Click to Dial Everywhere: Whenever clicking on a phone number on a website, Outreach Everywhere will attempt to dial it.
Universal Task Flow: With Window Mode enabled, you can have other websites such as Salesforce bring up the associated Prospect's records while completing your Tasks within Outreach, so that you can easily review information and complete your work more efficiently.
Gmail Toolbar: Enables the Gmail compose window to have Outreach decorating. This allows Outreach to sync prospect replies, track opens and clicks, create new prospects in Outreach, and gives you access to Outreach content from Gmail (templates, snippets, sequences, follow-up bump/tasks, and meetings).
Tracking State: Default click and open tracking on, off, or remember the previous state
Email Decorating: Click to email prospects from Salesforce
Phone Decorating: Click to call prospects from Salesforce with Outreach Voice