How To Enable Click To Dial in Outreach Everywhere

Purpose: 

The purpose of this article is to provide direction to Outreach users in enabling the Click-To-Dial feature in Outreach Everywhere. 

For more information regarding the installation, configuration, and best practices of Outreach Everywhere, refer to the applicable Outreach Everywhere articles. 

Note: Click to Dial only works where the Outreach Everywhere extension is supported.

1. Access the Outreach Platform. 
2. Click the user's initials on the bottom left-hand corner of the navigation sidebar.
3. On the Settings landing page, click Outreach Everywhere in the menu bar. 
4. On the Outreach Everywhere landing page, click to enable the Click To Dial Everywhere option under the General section. 
5. Click Save.
   

Using Click to Dial with Outreach Everywhere

1. Confirm your account has Outreach Voice enabled and setup properly.
2. Locate the applicable number in Salesforce or Gmail.
3. Click the applicable phone number to initiate the call.
   Note: Numbers associated with a Prospect displays the Prospect's name in the call bar. Numbers not associated with a Prospect display the number only.
   

Troubleshooting

If you cannot click to dial, the phone number is likely not a 'TEL' Link. There are several different ways to check whether a phone number is formatted as a 'TEL' link:

1. When hovering over a TEL link, look at the left hand corner of Google Chrome. You should see something like "tel:XXX-XXX-XXXX" to indicate that this is a properly formatted link.
2. Right click on the phone number using Google Chrome and select "Inspect". You should see a highlight of <a href = "tel:XXX-XXX-XXXX" to indicate this is a properly formatted tel link.