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Empty State: No data in the new Side Panel? Here’s how to add contacts manually

Hi there 👋

 

When a person or company isn’t found in Surfe's database, you’ll now see an updated empty state in the Side Panel instead of a dead end.

 

This means the profile isn’t available in our database yet — but you still have multiple ways to continue working directly from LinkedIn.

 

Here’s what happens now:

 

  • Surfe first checks your CRM using the LinkedIn URL to avoid duplicates
  • You can then click Find details, which triggers a search through external providers

 

 

  • If a valid match is found, the data is displayed directly in the Side Panel and can be synced to your CRM

     

 

  • If no valid response is returned, Surfe displays a manual form pre-loaded with the mandatory fields required by your connected CRM

 

  1. Fill in the available details in the form
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  2. Click to push the record to your CRM

 

 

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