ActiveDEMAND Prospect Connect Chrome Extension

Install the Prospect Connect Chrome Extension

1. Chrome Extension (number of contacts on my website): Click here to expose the extension. The number shows how many known contacts are on your website right now
2. Accept Incoming Calls: Using the call routing for call tracking numbers, this setting allows the user to accept incoming calls
3. Snooze Notifications: This allows the user to temporarily snooze browser notifications
4. Account selector: For multi-tenant installations, this allows the user to switch between tenant accounts
5. Preferences: This sets up your ActiveDEMAND chrome extension
6. Who is on my website now?  This gives you a quick view of the known contacts (i.e. not anonymous) visiting your website (requires the tracking script to be installed on the website)
7. Recent Visitors: See a list of contacts that were recently on your website
8. Messages: This is interface allows a user to engage directly with live chat/sms messaging with contacts
9. Dialer: This opens up the simple dialer for a quick call

Engagement Panel

From within your CRM or email platform, you will see a button that gives you access to content cards and site visitors.

You can reposition this button on by dragging it up and down

1. Content Card Tab
2. Current Website Visitors Tab
3. Content Card filters
4. Embed in Email
5. Copy Card

Content Card Tab (Community Connect) 

The Content Card Tab gives you access to your content cards. This makes it very easy to share any of your sales collateral with any prospect. Share Videos, Files, Blog Posts, Floor Plans, or any content that you have captured content cards for. Simply find the card using the filters, click the email icon and the card will be embedded into your email

Visitors Tab

To see who is on your website right now, click the visitors tab to see a real-time view of visitors on your website

Preferences

1. Browse Notifications Control: You can control the volume of browser notifications and what types of notifications you get
2. control which types of events will generate notifications
3. Show Notifications For:
   Any contact: This allows you to see notifications if other sales people's contacts are engaging on the website
   A contact that I manage: Only your contacts will cause browse notifications 
   People I sent an email to Only those contacts that you have an email conversation going

1. My preferred outbound dial number
2. The chrome extension can embed links on pages.
3. Accept Incoming Calls: Using call tracking, if calls are routed to this user, this allows the user to set whether they are accepting calls with this browser

1. Determines if the chrome extension will embed into Gmail
2. Default new email behavior
3. Account Selector: If you are using email aliases that are associated with different ActiveDEMAND accounts, this option will have the chrome extension automatically select the appropriate ActiveDEMAND account to use for tracking/logging the emails
4. Enable Prospect Insights: This enables/disables the information icons in Gmail
5. Embed the chrome extension into Outlook/Office365 web interfaces
6. Embed the sidebar tab in Emails and CRMs
7. Default card filtering for the sidebar
8. Add profile signature to emails

1. If you have multiple ActiveDEMAND logins, you can add/remove your logins here

Incoming Calls to the Chrome Extension

Our Chrome extension now has the ability to accept incoming calls. This is done by enabling the "Accept Incoming Calls" option on the Chrome Extension

Once enabled, you can also adjust the call forwarding rules for your Call Tracking Numbers. The call forwarding rules with web included are the rules that will forward the call to the Chrome extension of the specified user.

When there's an incoming phone call through the chrome extension, a window will popup. Once answered it will display on your window like this:

Outbound Calls

 Either click on any phone number in your CRM or click the phone icon on the chrome extension and enter a phone number.   Once you have a phone number entered, click the 'dial' button

Once your call is has started, the the interface will change

If you click the call completion automation button (Voicemail icon) your list of automation templates will be listed. You can disconnect the call using one of your personal templates

Learn About Personal Templates

 This indicates a template that has a Voicemail and an Email Template. When you click this icon, the call will be disconnected from the headset and an email editor will display with your email template for editing. Your pre-recorded voicemail will be played into the contact's voice mail box.

This indicates a template that has a Voicemail and an SMS Template. When you click this icon, the call will be disconnected from the headset and an SMS editor will display with your SMS template for editing. Your pre-recorded voicemail will be played into the contact's voice mail box.

This indicates a template that has only an SMS Template. When you click this icon, the call will be ended and the SMS editor will display with your SMS template for editing. 

This indicates a template that has only an Email Template. When you click this icon, the call will be ended and the Email editor will display with your email template for editing. 

Note: When you instantiate a call completion template that includes a voicemail, your pre-recorded message will start playing on the connected call immediately. Even though your call is disconnected from the ongoing call, the call continues while your pre-recorded message is played. Once the pre-recorded message has completed playing, the call will be terminated. Thus it is important to wait until you hear the 'tone' before you execute the automation.

Once your call is disconnected you will be presented with your sales notes interface