Sales Copilot (Chrome Extension)

Overview:

This video explains how to set up and install the Chrome extension, referred to as your sales co-pilot, to streamline access to contact and deal information across platforms. It covers choosing between the pop-up and sidebar options, with the sidebar recommended as the preferred method. Once installed, the extension allows you to log in, access profile details, and create deals directly from supported platforms, with customization options like dark or light mode.

What’s Covered:

• Accessing the Chrome extension settings

• Choosing between pop-up and sidebar modes (sidebar recommended)

• Installing and pinning the extension in Chrome

• Logging in to the extension

• Using the extension on supported platforms, including profile and DM views

• Creating deals directly from profile information

• Switching between dark mode and light mode based on preference