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Create a note using the ActiveCampaign Chrome extension
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== Step-by-Step Instructions == Follow these steps to create a note using the ActiveCampaign Chrome extension: 1. Open your Gmail inbox. 2. Find any email exchange between you and the contact to whom you want to add a note and open it. The '''ActiveCampaign Chrome extension''' will load in the right-hand panel. 3. Click the '''plus symbol (+)''' located at the top right corner of the Contact card. [[File:Click the plus symbol.png|thumb|Click the plus symbol]] 4. From the options presented, click '''Add a note'''. [[File:Click Add a note.png|thumb|Click Add a note]] 5. The '''Add a Note''' panel will display. Type your note into the provided text space. [[File:Add a note panel.png|thumb|Add a note panel]] 6. Next, select whether the note relates to a '''deal''' or a '''contact''' using the dropdown menu. Note that if the contact does not have an associated deal or if you do not have the Pipelines or Sales Engagement add-ons, the '''Deal''' option will not be available. 7. Once you have finished entering your note, click the '''Add''' button at the bottom of the form. [[File:Add button.png|thumb|Add button]] After this, the note will be visible in the '''Notes view'''. [[File:Notes option.png|thumb|Notes option]] [[File:Example newly created note.png|thumb|Example newly created note]]
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