Welcome to Orum! We're excited to have you on board. This guide will help you integrate Orum with your Microsoft account, allowing you to log in using your Outlook email address and start dialing right away.
Recommended Browser: Chrome
For the best performance with Orum, we recommend using the Chrome browser. Please make sure you have the latest version installed.
Log in to Outlook and Orum
Before logging into Orum, ensure you're already logged into your Outlook email account using the same browser.
Important: You must use the same browser for both your Outlook and Orum logins. For example, if you're logged into Outlook using Chrome, you need to use Chrome to log into Orum as well.
- After logging into Outlook, open a new tab in your browser and log in to Orum.
- Select "Log in with Microsoft" from the available options.
- You'll be prompted to verify the Outlook account you want to use. If you're logged into multiple Outlook accounts, choose the correct one. If the correct account isn't displayed, select "Use another account" and follow the login prompts.
After logging in, you should see Orum and Outlook open in two separate tabs within the same browser.
Upload a CSV List
To start dialing, you'll need to upload your contact lists via a CSV file
- Prepare your CSV file with personal contact records. The file should include columns like Name, Email, Job Title, Company, and Phone Number. If you want to use the LinkedIn pop-up feature, ensure that your column header contains "LinkedIn" (e.g., "LinkedIn URL").
- The maximum number of rows is 2,500, and the total file size should not exceed 20 MB.
- Go to the AI Dialer > Import CSV
Once you've completed these steps, you're ready to start dialing!