Additional Fields with the New Surfe Side Panel

With the Surfe Side Panel, you can view and update your CRM fields directly from LinkedIn.

You can also add, remove, and reorder your CRM fields to make sure the information you use most often is easy to access.

Before you start

Before using additional fields in the Side Panel, make sure the fields you want to use have been created in your CRM, such as HubSpot, Salesforce, or Pipedrive.

These can be different types of fields, including text, number, date, or multi-choice fields.

Add additional CRM fields

1. Open a LinkedIn profile.
2. Open the Surfe Side Panel.
3. In the CRM tab, click the gear icon (Manage fields) at the top right of the fields card.
4. From there, you can add or remove CRM fields from the Side Panel.
5. Click Save.

Your selected fields will then appear in the Side Panel.

Reordering CRM fields for your team

Note: If your account limits field mapping to admins, only admins can use the the Manage option.

Step 1: Open Manage

• Open a contact, company, or deal in the side panel.
• In the CRM tab, click the gear icon (Manage fields) at the top right of the fields card.
• Hover over it to see the tooltip Manage fields.

Step 2: Drag fields into order

• Grab a field by its drag handle.
• Drag it up or down. A line shows where it will land.

• Release it in the new position.

  
  

Step 3: Save your changes

• Click Save.
• A message confirms your fields view is updated.

The next time anyone on your team opens a record of this type, the fields appear in the new order.

• Click Cancel instead to close the window and discard every change.

Editing and syncing contact details

Contact details now show in two columns: the field name on the left and the value on the right.

Step 1: Read or expand a value

• Email and phone show an icon and the value.
• If a value is too long to fit, hover over it to see the full text.
• Widen the side panel to show more of each value.

Step 2: Edit a field

• Click the value of the field you want to change.
• Type your change. Press Enter to save, or Esc to cancel. In a multi-line text field, Enter adds a new line and Ctrl+Enter (Cmd+Enter on Mac) saves.
• Click anywhere outside the field. Surfe saves the change and shows a checkmark for a few seconds.

Step 3: Update your CRM record with Surfe data
 

Open the CRM tab. Update sits at the top of the fields card, next to Relink; hover over it to see what it does. Update isn't offered for a record you added from the side panel in the last few days, because the add already wrote Surfe's data into it.

Click Update.

Update shows a spinner while it runs, then disappears once the record has been updated.