🕹️ Features
The Chrome Extension allows sales reps to seamlessly access key usage information on top of their existing workflows and tools.
💽 Installing the Extension
- Go to the installation page
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- Click on ‘Add extension’
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🎉 That’s it!
🏂🏽 Using the Extension
Looking up the right profile
There are two ways to look up the right profile on the Extension
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HeadsUp built-in Auto-lookup
- Apps supported: Salesforce, HubSpot and Intercom
- Once the above apps are connected by your admin, you can go into them, select a profile (e.g. Salesforce Lead Page), and the Chrome Extension will automatically look up the right profile and display its associated usage information.
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Using the Search function
- You can also choose to use the filter function and narrow down your search options
- e.g. Only show me accounts that have more than 50 employees
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Analyzing the usage information
- Use the Details sections to examine the various usage and firmographic information your Ops/Manager has put together.
- Toggle different ‘Showing’ options to compress or expand the information shown in the detail section.
- Under each detail section, you may also find explanations and/or recommendations prepared by your Ops/Manager.
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