🕹️ Features

The Chrome Extension allows sales reps to seamlessly access key usage information on top of their existing workflows and tools.

💽 Installing the Extension

1. Go to the installation page

1. Click on ‘Add extension’

🎉 That’s it!

🏂🏽 Using the Extension

Looking up the right profile

There are two ways to look up the right profile on the Extension

1. HeadsUp built-in Auto-lookup

   1. Apps supported: Salesforce, HubSpot and Intercom
   2. 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.

   

2. Using the Search function

   1. You can also choose to use the filter function and narrow down your search options
   2. e.g. Only show me accounts that have more than 50 employees

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.