Changing settings and preferences

You can easily change your settings and preferences from the Surfe dashboard. 

To open it from LinkedIn, open the Surfe side panel, click the gear icon at the top and choose Settings.

In the settings tab on the dashboard you can change a variety of settings including:

• Export company country information as

• Clean company name when exporting to CRM

• Create the Contact's Company in the CRM automatically

• Update the Contact's Company in the CRM automatically

• Don't create a Contact in the CRM without a Company attached

•  Always confirm the Company

• Trigger email & phone enrichment automatically

• Prevent personal emails from being sent to the CRM

• Prevent non-admin users from editing CRM properties mapping

• Strict LinkedIn URL match only

• Associate new Deals to Contact's Company

• Custom Deal name

In this tab you can also change the features that you have enabled. You can:

• Enable Email validation

• Enable Leads

• Enable Deals

• Enable Conversation Header

• Enable Conversation Templates

• Enable Change Log

• Enable contact updates

• Enable Template Analytics

• Enable Tasks & Activities

• Enable Email/Phone enrichment

• Enable Smart Conversations

• Highlight CRM Contacts in lists

   

  Note: Conversation Header, Smart Conversations and the highlight options control features that Surfe used to draw directly into LinkedIn pages. The Surfe side panel does not use them, so changing them has no effect in the extension.