Outreach & Salesforce Lightning: Click to Call

Objective

The purpose of this article is to provide direction to Outreach Users in using click to call with Outreach Voice. 

Many teams use Outreach from within Salesforce. With the Outreach Everywhere Chrome Extension, it's simple to call your Leads or Contacts right from your workflow with Outreach Voice.

Applies To

• Outreach Users

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.