Viewing Outreach Account and Prospect Notes

You can view Outreach account and prospect notes directly in Orum, providing a seamless way to access important details while dialing.

• This is available to all users who have the Orum Chrome extension installed
• And using the newest version of the Dialer

At the moment, you can view these notes while using Orum. This allows you to quickly reference any relevant account or prospect information during your call sessions without switching tabs or apps.

We’re working on the ability to create new notes directly in Orum that will sync back to Outreach. Stay tuned for more updates on this feature!