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
- Open a LinkedIn contact profile
- Open the Surfe side panel
- Make sure the contact is already synced to your CRM
- Click Add Deal
- Choose the pipeline
- Fill in the deal information
- Click Save
The deal will be created directly in your CRM and linked to the contact.
Link to an existing deal
- Open a LinkedIn contact profile
- Open the Surfe side panel
- Make sure the contact is already synced to your CRM
- Click Link Deal
- Search for the existing deal
- Select the pipeline if needed
- 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 will display them directly in the side panel.
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
- Deal management is available directly from the new Surfe side panel without leaving LinkedIn
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