Get Account information

Ralston Pinto
Ralston Pinto
  • Updated

 

1. Start by making sure that the Outreach Integration toggle is turned on in the browser extension window.

out_toggle.gif

 

2. Navigate to an Account in Outreach that you're looking to prospect into and click on the Flow bubble that appears in the bottom, right-hand corner. This will show you the Streams that are available for your integration. 

out_account.gif

 

3. Click on the arrow next to the Find Account Info stream. 

 

4. A panel on the right-hand side of the screen will appear and display your results. Clicking on the Launch next stream button will give you the option to Find Competitors or Update Account in Outreach.

 

find_account_info.gif

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.