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Mobile feature guide

The Outreach mobile app: Omni, texting and deals in your pocket

This year the phone app went from "check my tasks" to texting prospects, working SMS steps, opening deals and asking Omni to update the CRM.

Shipped Feb · May · Jul · Aug · Sep · Oct 2026 Field repsAEsManagers

What it actually does

Three things make the app worth installing now. Omni answers questions about your accounts and deals, and since September can create and update records for you. SMS lets you text prospects and work the text steps in your sequences. And a deal page lets you check an opportunity before you walk into a meeting.

Most of this arrives as regular app updates, with no settings to change.

Who it's for

Field reps, managers, and anyone selling between meetings.

Why it matters

Follow-up happens in the moment instead of back at the desk.

How it's grown so far this year

FEB
Deal lists you can create and edit.
MAY
SMS conversations, for US and Canadian numbers.
JUL
Omni on mobile.
AUG
SMS tasks, a read-only deal page, and Omni connector and Knowledge switches.
SEP
Omni creates and updates records from your phone.
OCT
Polish: resume chats, jump to cited call moments, prefilled texts.

How to get started

  1. Install the app

    Download Outreach from the App Store or Google Play.

  2. Sign in

    Sign in through the web login. Single sign-on is supported.

  3. Open Omni

    Omni opens from the app's homepage.

Based on Outreach's mobile app overview.

Want help with this?

Mobile workflows that keep data clean.

Lyte Sales is a certified Outreach Professional Services partner. We set up Omni, SMS and mobile workflows for teams on the move.

Talk to Lyte Sales
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