Calling in Salesforce Lightning
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
You’ll notice that a phone icon is present next to the phone number of the lead/contact if available. When clicked, The Outreach extension side panel will pop open and 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.