Editing Create a deal with the ActiveCampaign Chrome extension (section)

== Step-by-Step Instructions ==
=== Create a Deal from Your Gmail Account ===
1. Open your '''Gmail''' inbox.
2. Locate any email communication between you and the Contact you wish to add a Deal to, and open it. The ActiveCampaign Chrome extension will load automatically on the right side panel.
3. Click the '''plus symbol (+)''' located at the top right of the side panel.
   [[File:Click_the_plus_symbol.png|thumb|Click the plus symbol]]
4. Select '''Add a deal''' from the list of options.
   [[File:Click_Add_a_deal.png|thumb|Click Add a deal]]
5. The '''Add a deal''' panel will open. Complete the required fields marked with a red asterisk to create the Deal.
   [[File:Add_a_deal_panel_fields_with_red_asterisks.png|thumb|Add a deal panel fields with red asterisks]]
6. Complete any additional fields if you have the information. If not, you can update it later as needed.
7. Once finished, click the '''Add''' button at the bottom of the form.
   [[File:Add_button.png|thumb|Add button]]
   The new Deal will be created for your Contact or Account within your ActiveCampaign account. Additionally, it will display in the side panel of the Chrome extension, allowing you to view and edit details later.

=== Create a Deal from the Browser Bar ===
1. Click the '''ActiveCampaign logo''' in your browser bar.
   [[File:ActiveCampaign_logo.png|thumb|ActiveCampaign logo]]
2. A modal window will appear. Click on the '''+''' button in the header of this window.
3. Select '''Add a deal'''.
   [[File:Click_Add_a_deal.png|thumb|Click Add a deal]]
4. Fill in the required fields marked with red asterisks within the Deal form to create the Deal.
   [[File:Add_a_deal_panel_fields_with_red_asterisks.png|thumb|Add a deal panel fields with red asterisks]]
   Note: In the value field, ensure to leave out any special characters such as commas.
5. Search for the Contact or Account you want to associate the Deal with in the related Contact or Account field.
6. After completion, click the '''Add''' button at the bottom of the form. A confirmation message will appear in the modal window.
   [[File:Confirmation_modal.png|thumb|Confirmation modal]]