By utilizing the Tackle chrome extension, it is possible to synchronize your CRM deals and notes directly into Tackle. To achieve this, please follow these simple steps:

1. Begin by connecting your CRM and installing the Tackle chrome extension, after which you should log in to your Tackle account.

2. You will be able to view insights located on the right side of the screen. To access existing deals or notes, simply click on any events with an external domain attendee. If the deal has not yet been created, you may click on "Create a new CRM account."

3. A new form pre-populated by Tackle will pop up. Please review the fields provided and save the information.

4. At this point, you may sync previous information for this account, add new information, or review any previously stored information for each account.