Create Deals with the New Side Panel

You can create new deals or link contacts to existing deals directly from the Surfe side panel while browsing LinkedIn.

Before creating or linking a deal, make sure the contact is already synced to your CRM.

Create a new deal

1. Open a LinkedIn contact profile
2. Open the Surfe side panel
3. Make sure the contact is already synced to your CRM

4. Open the CRM tab and, on the Deals row, click New (if the contact already has deals, click one of the deal counts, then Add deal). Choose New deal

   

   

5. Choose the pipeline

   

6. Fill in the deal information
7. Click Save

The deal will be created directly in your CRM and linked to the contact.

Link to an existing deal

1. Open a LinkedIn contact profile
2. Open the Surfe side panel
3. Make sure the contact is already synced to your CRM
4. Open the CRM tab and, on the Deals row, click New (or a deal count, then Add deal). Choose Link to existing deal (not offered on Copper)
5. Pick one of the deals attached to the contact's company, or search for the existing deal
6. Select the pipeline if needed
7. Confirm the link

The contact will then be associated with the selected existing deal in your CRM.

Manage existing deals

If a contact is already linked to existing deals in your CRM, Surfe displays them on the Deals row of the CRM tab as won, open and lost counts. Click a count to see the deals.

From there, you can:

• view linked deals
• open the deal in your CRM
• update deal information depending on your CRM setup

This allows you to manage deal workflows without leaving LinkedIn.

Important

• The contact must already exist in your CRM before creating or linking a deal
• Available pipelines and fields depend on your connected CRM. Deals aren't available with Google Sheets, for Leads in Salesforce or Copper, or for companies in Copper; linking to an existing deal isn't offered on Copper
• Deal management is available directly from the new Surfe side panel without leaving LinkedIn