Outreach & Salesforce Aloha ("Classic"): Click to Call

Purpose:

The purpose of this article is to provide direction to Outreach Users in utilizing the Click-to-Call function.

Many teams use Outreach from within Salesforce. With the Outreach Everywhere Chrome Extension, it's simple to call your Leads or Contacts right from your workflow with Outreach Voice.

Intended Audience: 

• Outreach Users

Calling in Salesforce Aloha ("Classic")

Click-to-Call with Outreach Voice

If you have Outreach Voice enabled, you can click-to-call a lead/contact using Outreach. Clicking to call can be done from the lead/contact list view or from a single lead/contact profile.

When the prospect's phone number is clicked, either in the Outreach window or from within Salesforce,  the Outreach extension will initiate a call with the corresponding prospect. Once the call is completed, you will be prompted to log the call in Outreach. Depending on your plugin settings, this activity will push to the lead/contact activity history in Salesforce.