You can use the ActiveCampaign for Chrome extension to view and edit deals for any contact right from your Gmail inbox.
Note that customers on the Plus, Professional, or Enterprise plan can use the ActiveCampaign for Chrome extension to view and manage deals.
See the Getting Started with the ActiveCampaign for Chrome extension help article for additional resources.
1. Open your Gmail inbox.
2. Locate any email the contact sent to and open it. The ActiveCampaign Chrome extension will load on the right side panel.
3. Click the deal widget. This will be located below the contact's high-level information.
4. The side panel will reload and display the contact's latest Deal data that you can review and update. Note that if the customer has multiple deals, you can click the "View All" option to view and modify all deals.
Deal data listed here will include:
- Deal name
- Deal status
- Deal stage
- Deal owner
- Deal value and currency
- Any custom deal fields
To update the information, click the field you wish to modify and either type the new information or select it from a dropdown.
5. When finished, click "Back to Contact."
Any changes made to the deal will save automatically and will be reflected in your ActiveCampaign account.