The Loopio Chrome Extension gives your teams easy access to trusted Loopio content throughout the sales cycle, wherever they’re working.
There are two features of the Loopio Chrome Extension: the ability to search the Library, and the ability to create and complete a Loopio Project.
Note: In some versions of Microsoft Edge, Chrome Extensions can also be used. Read more: [External - Microsoft] Add, turn off, or remove extensions in Microsoft Edge
In This Article:
- Getting Started with the Loopio Chrome Extension
- Placement of the Chrome Extension
- Using the Loopio Chrome Extension
Getting Started with the Loopio Chrome Extension
Installing the Chrome Extension
If you haven't yet installed the Loopio Chrome Extension, see this guide: How Do I Set Up the Chrome Extension?
Opening the Chrome Extension
To open the Loopio Chrome Extension, click the Loopio icon in your browser's menu bar:
If you don't see the Loopio icon, click the puzzle piece to see a list of all your extensions, and use the pin icon to pin the Loopio Chrome Extension to your browser bar.
Logging in to the Chrome Extension
The options available to log in to the Chrome Extension depend on the options available for log in on your Loopio account. To learn more read How Can Users Log In to Loopio?
Placement of the Chrome Extension
By default, the Chrome Extension is situated on the right side of your browser window. Users can click the Dock Extension icon to fix the extension to the right side (when floating), or the Undock Extension icon to allow the extension to be placed freely in any location.
By default, the Chrome Extension is not docked. You can click and hold the teal header to drag the extension around in space, giving you the freedom to place the Chrome Extension wherever you choose, without blocking any key pieces of content or tools within your browsing session.
To unlock Chrome Extension window and allow it to be repositioned, click the Undock Extension icon:
The Chrome Extension can also be docked to the side of your browser. On some pages, this will push the page text and other layout elements over to the right.
To lock the Chrome Extension in place, click the Dock Extension icon:
To minimize the Loopio Chrome Extension, Click the Minimize Extension icon:
When minimized, the Chrome Extension will appear as a tab at the right or left side of your browser window:
While the Chrome Extension is minimized you can still select text to search your Library or add the content to a Project.
Using the Loopio Chrome Extension
Using the Chrome Extension with your Loopio Library
Anyone who has access to the Loopio Library will be able to search using the Loopio Chrome Extension, making it easy for your team to deploy the content they need, wherever they are working.
The search results returned to them will be based on their access permissions in the Library, so they will only see results from Categories that they have access to.
Using the Chrome Extension with Loopio Projects
The Loopio Chrome Extension allows Loopio Users to create Projects in Loopio from an RFP, Security Questionnaire, or other sales questionnaires in a portal. You can then respond to the RFP normally within Loopio, and use the extension to transfer your answers to the portal.