How To Enable Outreach Automatic Prospect Creation for Gmail or Outlook

Objective

The purpose of this article is to provide direction to Outreach Admins in enabling the automatic Prospect creation option in Outreach.

Applies To

• Outreach Admins

Before You Begin

• Some Outreach views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact the Org’s Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Governance Profile Settings Overview article.
• Outreach Everywhere must be installed and enabled for the Org.

Procedure

1. Access the Outreach Platform.
2. Click Administration on the left-side navigation menu.
3. Under Organization, find Org Info and then click the General tab.
4. Under Emailing Prospects, click Automatically create a prospect when sending an email using the Outreach extension or add-in.

A Prospect record will automatically be generated in the Outreach Platform for an email address not tied to a Prospect in the system when an email is sent through Gmail or Outlook.

Note: If there are multiple email addresses in the To field, and the Outreach Platform does not have a prospect record to tie any one of those email addresses to, it will generate a prospect record for the first email address on the To field. 

Additional Information

Governance Profile Settings Overview

Outreach Everywhere and Gmail FAQs

Outreach Sales Engagement Outlook Add-In 3.0 Overview