#How do I see the opportunity during the meeting?

The Chrome extension shows a panel inside the meeting room with who the contact is, which stage the opportunity is in and what has already happened — and lets you take notes and move stages without switching tabs.

Before you start

• The extension must be installed and connected to your account. If it is not, see How do I record a meeting and keep it on the opportunity?.
• The meeting must be scheduled in Clickmax, on your calendar. That is how the panel knows which opportunity to show.
• You only see your own meetings. The panel does not open a colleague's meeting.

#Open the panel

1. Join the meeting room in Chrome.
2. Click the Opportunity button at the top right of the room.
3. The panel opens beside the video. Click the same button to close it.

The panel starts closed on purpose: you join the room to talk, not to read the CRM.

#What it shows

#Record without leaving the conversation

• Note: write what was agreed and click Save note. It lands on the opportunity exactly like a note written in the CRM — whoever opens it later cannot tell where it came from.
• Stage: pick another stage in the selector. The opportunity moves right away, and the automations configured for that stage run normally.

#When the panel does not show the opportunity