Emailing in Salesforce Aloha ("Classic")
Click to Email with Outreach
From the list view, or from the lead/contact profile in Salesforce, prospect's email address. The extensionwill open to a compose window, 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.