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As long as you're viewing an actual record, it should display that in the extension.Check out our Knowledge Base, all guides are compiled by our Trusted Techs. If you don't want to do that, you can click the back button in the extension, close the extension, and/or click the Outreach decorations/icons next to the name of the record you're viewing in Salesforce. The system thinks you want to create a new prospect so you're now in that workflow. If you open the OE extension from a list view, or page that isn't looking at a specific record, it will show the New Prospect page. TIP: You can also click on the Outreach decorations/icons next to the email and phone numbers in SFDC to action that in the OE extension.
After the OE extension opens up, any new record you view will automatically show in the extension.
Instead of opening the OE extension by clicking on the icon in the top right of the Chrome browser in the extension bar, or opening the slide-out, click on the Outreach decorations/icons next to the SFDC record you want to view.
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Even when you try to go and view a different record, it doesn't update and keeps displaying the New Prospect page, as if you were creating a brand-new record in Outreach.Ĭlose the OE extension. You are viewing an actual record in SFDC, but the Outreach Everywhere extension is showing the New Prospect page instead of the associated Outreach record.
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