Capabilities

Written By Adtaria Support

Last updated 20 days ago

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 using plus or minus

  • Changes update in real time and are reflected in your Adtaria App

Keyboard Short-cuts

Tracking KPIs just got faster. You can now increment or decrease any KPI directly from the Chrome extension using Cmd/Ctrl + Shift + ↑/↓ — no clicking, no opening the app.

  • Open the Adtaria Chrome extension.

  • Toggle Auto-increase On

  • Select the KPI you want to update.

  • Press Cmd + Shift + ↑ (Mac) or Ctrl + Shift + ↑ (Windows) to increment.

  • Press Cmd + Shift + ↓ / Ctrl + Shift + ↓ to decrease if you need to correct.

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