The purpose of this article is to provide direction to Outreach users in setting up Outreach Voice.
Outreach Voice provides multiple methods for making and receiving calls. This article provides direction to users in setting up their Outreach Voice options.
Note: Review the Network Requirements for IT Admins and Network Engineers article prior to completing this process.
Add an Outreach Phone Number
- Access the Outreach Platform.
- Click the user's initials in the bottom left-hand corner of the navigation sidebar.
- On the Settings landing page, click Voice in the menu bar.
- On the Voice Settings landing page, configure your Voice settings as applicable.
My Outreach Phone Numbers
Outreach provides you with three options when configuring your phone numbers.
Prospect's Local Number
Select this option to enable a number with the Prospect's local area code to appear in their caller ID when you call. If an area code matching the Prospect's cannot be found, Outreach uses an area code near the Prospect's location.
Note: Each time you dial a Prospect with a new area code, a new number is added to your account. Each new number incurs an additional charge. For more information on regarding pricing, refer to the Outreach Voice Pricing article.
For more information on the local dial feature, refer to the Enable Local Dial article.
Purchase a Number
Select this option to purchase a new number to appear in the caller ID when calling Prospects.
Note: This number cannot be a number you already own and use. For more information on configuring a Purchased Number, refer to the Setting Up Voice: Add an Outreach Number article.
Import a Number
Select this option to import a number you already own and would like to use. This number will appear on the Prospect's caller ID when you call.
For more information on custom caller ID, refer to the Custom Caller ID: Import a Phone Number Into Outreach article.
After you successfully configured your phone number options, your default number appears in the My Outreach Phone Numbers section.
Select the Device You Want to Call From
Outreach provides you with two options for calling Prospects: Computer or Phone.
Selecting the Computer option allows you to utilize your internet and computer to call Prospects. Though this option is more affordable, you are at the mercy of your internet connection; therefore, if you're working with a weak wireless signal, or a low-bandwidth connection, calls could be dropped due to high-volume traffic or connection degradation.
Selecting the Phone option allows you operate on the standard Telco lines (or mobile provider as applicable). Though possibly more reliable than a computer-based option, rates could vary.
For more information regarding the pros and cons of computer vs. phone calling options, refer to the Computer v. Phone Calling article.
Selecting Both requires an imported number and a computer-based dialing method. When receiving an incoming call, the call will ring both on your preferred number and your computer within Outreach, allowing you to answer the call on either device.
Note: When using this option, unanswered calls connect to your preferred number's voicemail and you will not be able to set up a voicemail greeting in Outreach as the call routes to your preferred number's voicemail system.
Enabling the Keep Your Phone Connected Between Calls option will keep the call connected to your preferred number after the Prospect disconnects, and connect to the next Prospect you dial over the same connection to save time in setting up new calls.