Create a deal with the ActiveCampaign Chrome extension

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Create a Deal with the ActiveCampaign Chrome Extension

Introduction

The ActiveCampaign Chrome extension enables users to easily create a Deal for any Contact or Account directly from their Gmail inbox or the Chrome browser bar. This feature simplifies the process of managing sales opportunities, allowing for quick tracking and follow-up on deals without having to navigate through the main ActiveCampaign interface. It is especially beneficial for sales professionals who frequently use Gmail for their communications and want to streamline their workflow.

This functionality is part of ActiveCampaign's effort to enhance productivity by integrating sales features within widely-used applications, ensuring that critical sales tasks can be accomplished efficiently.

How to Access This Feature

To utilize the feature, ensure you have the ActiveCampaign Chrome extension installed. The extension can be found in the Chrome Web Store and is compatible with the Plus, Professional, and Enterprise plans of ActiveCampaign that include the Pipelines & Sales Engagement add-ons.

Once the extension is installed, you can create a Deal either directly from your Gmail inbox or from the Chrome browser bar.

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

Click the plus symbol

4. Select Add a deal from the list of options.

File:Click Add a deal.png

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

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

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

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

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

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

Confirmation modal

Configuration Options and Settings

When creating a Deal using the ActiveCampaign Chrome extension, make sure to complete the following fields in the Add a deal form:

• **Deal Name** - The name of the Deal.
• **Value** - The monetary amount associated with the Deal (do not include special characters).
• **Contact** - The associated Contact (searchable within the form).
• **Account** - The associated Account (searchable within the form).
• Any other optional fields you may have and wish to fill out.

These fields help in categorizing and tracking the Deals accurately within your sales framework.

Best Practices and Tips

- Always ensure you have the necessary information filled in before creating a Deal to make tracking easier in the future. - Regularly update the details of your Deals to maintain accuracy and provide context for follow-ups. - Use the Chrome extension conveniently while working in Gmail or any browser to enhance your workflow efficiency. - Familiarize yourself with the features of the ActiveCampaign Chrome extension by reviewing additional resources.

Common Use Cases with Examples

1. **Sales Follow-up**: After a meeting with a potential client, you can quickly add a Deal based on discussed terms directly from the email communication. 2. **Lead Management**: As you interact with multiple leads, you can create and manage Deals for each lead without leaving your Gmail interface. 3. **Contract Negotiation**: If a deal progresses to negotiation stages, updating its details directly from the email thread ensures real-time accuracy in your sales records.

Troubleshooting Section

If you encounter issues while using the ActiveCampaign Chrome extension: - Ensure that the extension is updated to the latest version. - Verify that you are logged into the correct ActiveCampaign account. - If the extension fails to load, try disabling and re-enabling it from your browser settings.

Related Features

For further reading, you may find the following features useful:

• Sales Pipeline
• Managing Deals
• ActiveCampaign Integrations

FAQ

1. Can I create Deals for any Contact?

Yes, you can create Deals for any Contact or Account associated with your ActiveCampaign.

2. Do I need to have specific permissions to create a Deal?

No specific permissions are required, but you must have an active Plus, Professional, or Enterprise plan that includes the required features.

3. Can I edit a Deal after creating it?

Yes, you can view and edit the details of a Deal at any time through the ActiveCampaign Chrome extension.

4. Is it necessary to fill out all fields when creating a Deal?

While required fields are marked with red asterisks, you can leave optional fields blank and update them later.

5. Where can I find additional resources for using the ActiveCampaign Chrome extension?

Additional resources can be found in the help documentation, including the Getting Started with the ActiveCampaign for Chrome extension [1].

6. What should I do if I don’t see the ActiveCampaign Chrome extension?

If the extension is not visible, ensure that it is installed and enabled in your Chrome browser settings.

7. Can I create a Deal without being in Gmail?

Yes, you can create a Deal from anywhere on the web using the ActiveCampaign Chrome extension popup in the browser bar.

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