> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Install Salesfinity Anywhere

> Add the Salesfinity extension to Chrome, sign in once, and make your first call from the side panel.

By the end of this page, the Salesfinity panel will be open next to your work and ready to dial.
You install it once per Chrome profile, and it signs in with your normal Salesfinity login.

**Before you start:** you need a Salesfinity account, Google Chrome on a desktop computer, and at least
one Salesfinity caller ID assigned to you. To use the CRM buttons, your team also needs Salesforce or
HubSpot connected in Salesfinity.

<Card title="Get Salesfinity in the Chrome Web Store" icon="chrome" href="https://chromewebstore.google.com/detail/salesfinity/hfippnbppmmdpnlkaicclkbjnfihpgld" horizontal>
  Free to install. It works with your existing Salesfinity account.
</Card>

## Set it up

<Steps>
  <Step title="Add the extension to Chrome">
    Open the [Salesfinity listing in the Chrome Web Store](https://chromewebstore.google.com/detail/salesfinity/hfippnbppmmdpnlkaicclkbjnfihpgld)
    and click **Add to Chrome**. Confirm when Chrome asks.

    The listing is named **Salesfinity**.
  </Step>

  <Step title="Pin it to your toolbar">
    Click the puzzle-piece icon to the right of the address bar, then click the pin next to
    **Salesfinity**. Now the panel is always one click away.
  </Step>

  <Step title="Sign in to Salesfinity">
    Open [web.salesfinity.co](https://web.salesfinity.co) in a normal tab and log in, the same way you
    always do. Leave the tab open or close it, either works.

    The extension uses your existing session. There is no separate password. If the panel says
    **Sign in to Salesfinity**, click **Open Salesfinity** and log in there.
  </Step>

  <Step title="Open the panel">
    Click the Salesfinity icon in the toolbar, or press **Alt+Shift+D** (**Option+Shift+D** on a Mac).
    The panel opens on the right. You should see your name under **Settings** › **Account**.
  </Step>

  <Step title="Allow your microphone">
    The first time you click **Call**, the panel asks you to **Enable microphone**. A small page opens
    called **Microphone access**. Click **Allow microphone**, then allow it in Chrome's prompt.

    The page closes itself and shows **Microphone allowed**. You only do this once.
  </Step>

  <Step title="Make a test call">
    On a page with no CRM record, the panel shows **Call anyone**. Type your own mobile number, check
    the caller ID under the keypad, and click **Call**. When it ends, pick a **Disposition** and click
    **Save call**, or click **Skip**.
  </Step>
</Steps>

<Check>
  You are done when the panel shows your name in **Settings**, the microphone status reads **Granted**,
  and your test call rings your phone.
</Check>

## Choose your call settings

Open the gear icon in the panel to see **Settings**. Your choices are saved in this Chrome profile.

| Setting | What it does | Default |
| - | - | - |
| **Record calls** | Records calls placed from the panel. | On |
| **Recording track** | Records **Both sides**, **Prospect only**, or **Me only**. | Both sides |
| **Microphone** | Shows whether Chrome lets the extension use your mic. Click **Fix** if it is blocked. | — |
| **Environment** | Leave this on **Production**. It exists for the Salesfinity team's testing. | Production |

<Warning>
  Recording laws differ by place, and some require consent from everyone on the call. Follow your
  company's recording policy, and turn **Record calls** off if you are not sure.
</Warning>

## Keyboard shortcuts

These work anywhere in Chrome once the extension is installed.

| Shortcut (Windows) | Shortcut (Mac) | Action |
| - | - | - |
| **Alt+Shift+D** | **Option+Shift+D** | Open the Salesfinity panel |
| **Alt+Shift+H** | **Option+Shift+H** | Hang up the current call |
| **Alt+Shift+M** | **Option+Shift+M** | Mute or unmute the current call |
| **Alt+Shift+I** | **Option+Shift+I** | Switch between the dialer and the inbox |

On a CRM record, single keys work inside the panel too: **C** to call, **E** to email and **S** to add to a sequence.

<Tip>
  If a shortcut does nothing, another extension may already use it. Open `chrome://extensions/shortcuts`
  in the address bar and set your own keys for **Salesfinity**.
</Tip>

## What the extension can access

Chrome shows a permissions list when you install. Here is what each part is for, in plain words.

<AccordionGroup>
  <Accordion title="Salesforce and HubSpot pages">
    Adds the **Call**, **Email** and **Sequence** buttons to contact and lead records, and reads the
    record ID from the page address so the panel shows the right person.
  </Accordion>

  <Accordion title="All websites">
    Used only to catch clicks on phone links (`tel:` links), so they open in Salesfinity instead of
    another calling app. It does not read the rest of the page.
  </Accordion>

  <Accordion title="LinkedIn">
    Runs the LinkedIn inbox in the panel. It reads and sends your own messages, using the LinkedIn
    session you are already signed in to.
  </Accordion>

  <Accordion title="Microphone, notifications and right-click menu">
    The microphone carries your voice on calls. The right-click menu adds one item, **Call "…" with Salesfinity**,
    when you select text. A notification appears only when a selection has no phone number in it.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Work from Salesforce and HubSpot" icon="address-card" href="/anywhere/crm-records">
    Call, email and sequence from the record you already have open.
  </Card>

  <Card title="Call any number on any page" icon="phone" href="/anywhere/call-from-any-page">
    Click a phone link or right-click a number to call it.
  </Card>

  <Card title="Work your LinkedIn inbox" icon="linkedin" href="/anywhere/linkedin-inbox">
    Reply to LinkedIn messages without leaving the panel.
  </Card>

  <Card title="Fix common problems" icon="wrench" href="/anywhere/troubleshooting">
    Sign-in loops, a blocked microphone, or missing buttons.
  </Card>
</CardGroup>


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