Emailing in Salesforce Lightning
Click to Email with Outreach
From the list view, or from the lead/contact profile in Salesforce, click on the Outreach envelope symbol located next to the individual’s email address. A new compose window will open in the Outreach Extension side panel where you can create and format the email to your prospect. If the lead does not yet exist in Outreach, you can select the “track-as-a-prospect” option. Outreach will create a new prospect profile with the associated email address. Based on your plugin settings, Outreach will map the appropriate Salesforce lead/contact to the corresponding email address and, based on your plugin settings, the email activity will be synced with Salesforce.