Capabilities

Create Deals from Any Page

Deals can be created directly from supported platforms.

• Open a supported page or inbox

• Open the Adtaria Chrome Extension

• The extension pulls available contact and profile information

• Review the pre-filled deal details

• Create the deal

Contact information is automatically linked to the deal.

Deal Creation and Linking

Creating a deal from the extension follows the same logic as standard deal creation.

• A deal is created in the selected pipeline and stage

• Contact data is linked or created automatically

• The deal appears immediately in your CRM

• Activity remains connected to the contact and deal

Create Deals with Defaults

Defaults speed up deal creation.

• Default pipeline can be pre-selected

• Default stage can be applied

• Default value or priority can be set

• Defaults apply automatically when creating deals from the extension

Defaults can be changed at any time.

View KPIs

The extension shows KPI information.

• View current KPIs

• See daily progress

• Monitor performance without leaving the page

Increment KPIs

KPIs can be updated directly.

• Open the extension

• Select a KPI

• Increment the value

• Changes update in real time

View Daily Digest

The Daily Digest is accessible from the extension.

• View today’s follow-ups

• View overdue items

• View upcoming tasks

• Take action without switching tabs

Capabilities Summary

The Chrome Extension allows you to:

• Create deals from social platforms

• Auto-pull contact information

• Link contacts to deals

• Apply deal defaults

• View and update KPIs

• Access the Daily Digest

Use Cases

• Create deals while messaging prospects

• Log opportunities without breaking flow

• Update KPIs during outreach sessions

• Work daily tasks from anywhere

• Reduce context switching during sales activity