Create a note using the ActiveCampaign Chrome extension

```mediawiki Navigation: Main_Page > Chrome Extension > Create a note using the ActiveCampaign Chrome extension

Introduction

The ActiveCampaign Chrome extension offers a convenient way for users to create quick notes about contacts or deals directly from their Gmail inbox. This functionality is particularly useful for maintaining up-to-date communication logs without needing to switch between applications. When a note is created, it syncs automatically to the user's ActiveCampaign account, allowing all team members to access and view it. This feature is available for all ActiveCampaign plans, including Starter, Plus, Pro, and Enterprise.

How to Access This Feature

To use the note-taking feature, you first need to have the ActiveCampaign Chrome extension installed in your Chrome browser. Once you have it installed, you will be able to access it while using Gmail.

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

Click the plus symbol

4. From the options presented, click Add a note.

File:Click Add a note.png

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

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

Add button

  After this, the note will be visible in the Notes view.

File:Notes option.png

Notes option

File:Example newly created note.png

Example newly created note

Configuration Options and Settings

When creating a note with the ActiveCampaign Chrome extension, users have the following configuration options:

- The ability to relate the note to either a deal or a contact, depending on the context of the correspondence. - A text input area for the content of the note.

Make sure to choose the correct relation—either contact or deal—to ensure proper documentation and tracking.

Best Practices and Tips

- Always ensure that your notes are concise and relevant to maintain clarity and ease of understanding for your team. - Regularly check the Notes view to stay updated on what your team has recorded regarding contacts and deals. - Use specific keywords in your notes that can help you or your teammates easily search and filter through notes later.

Troubleshooting

If you encounter issues when trying to create a note using the ActiveCampaign Chrome extension, consider the following steps:

- Make sure the ActiveCampaign Chrome extension is enabled in your browser settings. - Ensure that you are logged into the correct ActiveCampaign account, as notes will sync to the account you are logged into. - If the plus symbol (+) or options do not display correctly, try refreshing your Gmail page or restarting your browser.

Related Features

For further integration and usage, check out other related features of ActiveCampaign such as:

- Automation - CRM Features - User Management

Frequently Asked Questions (FAQ)

1. **Can I create notes for contacts without a deal?**

  Yes, you can create notes for contacts even if they do not have an associated deal.

2. **Is the ActiveCampaign Chrome extension free?**

  The extension itself is free, but you need an ActiveCampaign account which may have associated costs depending on the plan.

3. **Will my notes sync automatically with ActiveCampaign?**

  Yes, once you create a note, it syncs automatically to your ActiveCampaign account.

4. **What should I do if the extension is not loading?**

  Check your internet connection, refresh your Gmail page, or try re-enabling the extension in Chrome.

5. **Can other team members see my notes?**

  Yes, any note you create will be accessible to your team members who have access to the same ActiveCampaign account.

6. **Is there a limit to the number of notes I can create?**

  There is no specified limit to the number of notes you can create; however, it's best to maintain a reasonable amount of information for ease of access.

7. **What types of accounts can use the Chrome extension?**

  The feature is available for all ActiveCampaign plans: Starter, Plus, Pro, and Enterprise.

For additional resources, refer to the [Getting Started with the ActiveCampaign for Chrome extension](https://help.activecampaign.com/hc/en-us/articles/222211767-Get-started-with-the-ActiveCampaign-Chrome-extension) article. ```