To use the extension in Outreach, ensure Outreach has been connected in the LeadGenius Dashboard.
Use the Find Account Info stream to obtain company information.
- Navigate to an Account in Outreach and click on the extension bubble at the bottom, right-hand corner. This will show you the automated Streams that are available for your integration.
- Click on Find Account Info.
- A panel on the right-hand side of the screen will appear and display your results. You can update the record in Outreach by clicking on Update Account.