View and edit deals

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View and Edit Deals with the ActiveCampaign Chrome Extension

Introduction

The ActiveCampaign Chrome extension offers an efficient way to manage your customer relationships directly within your inbox. One of the key features available with this extension is the ability to view and edit deals associated with your contacts and accounts right from your Gmail interface. This feature streamlines workflow, making it easier for users to keep track of interactions and update sales information without switching between tabs or platforms.

Understanding how to effectively use this feature can enhance your productivity, allowing you to focus on what matters most—building relationships and closing deals.

How to Access this Feature

To access the deal management functionality of the ActiveCampaign Chrome extension, you must first ensure that the extension is installed and integrated into your Gmail. Follow the steps outlined below to get started.

Step-by-Step Instructions

1. **Open your Gmail inbox.**

  Launch your Google Chrome browser and navigate to your Gmail account.

2. **Select an Email.**

  Locate any email between you and the contact whose deal you would like to update. Click to open the email. The ActiveCampaign Chrome extension will trigger and load on the side panel.

3. **Access Deal View.**

  Within the side panel, click on the Deal view option located on the Contact or Account page.

4. **Review and Update Deal Information.**

  The panel will refresh and display the latest deal information for the selected contact or account. The deal data will include:
  - Deal name
  - Deal status
  - Deal stage
  - Deal owner
  - Deal value and currency
  - Pipeline
  - Deal related fields and notes

  You are now able to review this information, and to make updates, click on the field you wish to change. Either type the new information or select from a dropdown menu to modify the details.

5. **Save Your Changes.**

  After updating the necessary fields, click the back arrow button in the header to exit the Deal detail page. All modifications made will automatically save and sync with your ActiveCampaign account.

Configuration Options and Settings

The ActiveCampaign Chrome extension allows for several configurations and updates while managing deals. Some of the key options include: - Deal name - Deal status - Deal stage - Deal owner - Deal value and currency - Pipeline

These fields can be directly edited through the side panel, ensuring that you have the most current and accurate information at your fingertips.

Best Practices and Tips

- Regularly review your deals through the Chrome extension to ensure all information is up-to-date, which can contribute to better customer interactions and improved sales tracking. - Utilize the search feature within the extension to quickly locate relevant deals without sifting through multiple emails or tabs. - Make it a habit to check notes related to deals that could influence your conversation with a specific contact or lead.

Troubleshooting

If you experience issues while using the ActiveCampaign Chrome extension, consider the following troubleshooting steps: - Ensure that your Chrome browser is updated to the latest version. - Check that the extension is properly installed and enabled in your browser's extension settings. - Refresh your Gmail page if the side panel does not load properly after selecting a contact’s email. - Restart your browser if you continue to have issues, as this can often resolve minor glitches.

Related Features

For users looking to enhance their sales engagement further, you may find the following features beneficial: - Automation: Create automated workflows for your marketing campaigns. - Contact Management: Efficiently manage and segment your contacts for targeted outreach.

FAQ

1. Which plans support the ActiveCampaign Chrome extension?

The ActiveCampaign Chrome extension is available for users with Plus, Professional, and Enterprise plans.

2. Can I access deal information without the Chrome extension?

Yes, deal information can be accessed through the main ActiveCampaign dashboard, but the Chrome extension allows for quicker access while working within Gmail.

3. What types of tweaks can I make to deals?

You are able to change the deal name, status, stage, owner, and value and currency for each deal.

4. Are changes saved automatically?

Yes, any updates you make in the deal details are saved automatically and reflected in your ActiveCampaign account immediately.

5. What should I do if I encounter an error with the extension?

If you encounter any issues, try refreshing Gmail, ensuring that the extension is updated, and checking your internet connection. If problems persist, reinstalling the extension may help.

6. Can I search for deals in the extension?

Absolutely! You can search for deals directly through the popup window on the extension’s search page, making it easy to find what you need!

7. Is there a limit to the number of deals I can view at one time?

No, there is no specific limit to the number of deals you can interact with using the Chrome extension, but please note that the interface may become cluttered with too many open deal details.

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