Aurelie Tran
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Activity overview
Latest activity by Aurelie Tran-
Aurelie Tran created an article,
Assign a recipient with the new Message Templates
Use your saved templates directly from LinkedIn and automatically populate messages with prospect information in just one click. Surfe will automatically paste the selected template into the Linked...
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Aurelie Tran created an article,
Message Templates in the New Side Panel
Message Templates lets you save and reuse outreach messages directly from the Surfe side panel.Instead of rewriting the same messages over and over, you can create templates once and use them acros...
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Aurelie Tran created an article,
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...
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Aurelie Tran created an article,
Can I customise my Surfe cascade?
Would you like to customize your cascade? It’s definitely possible with Surfe, but there’s one condition: you can only customize your cascade if you add external enrichment providers. You can do th...
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Aurelie Tran created an article,
How Surfe identifies companies in the CRM?
Surfe primarily uses the LinkedIn ID as the key identifier for companies within the CRM. We encourage you to ensure your LinkedIn URLs are accurately mapped in your Surfe Dashboards->Fields Mapping...
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Aurelie Tran created an article,
How to map my LinkedIn URL field?
You can map your LinkedIn URL field for contacts or companies when syncing your contacts from the Surfe App.Or you can map your LinkedIn URL directly from your Surfe Dashboard (Fields Mapping or ...
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Aurelie Tran created an article,
Delete account
When you connect Surfe to a CRM or Google Sheets, a Surfe account is created and linked to that connected workspace. Each CRM account or Google Sheets workspace is associated with its own Surfe acc...
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Aurelie Tran created an article,
Connecting Aircall with Surfe
Integrating Aircall with Surfe enhances your LinkedIn prospecting experience by allowing you to make calls directly from LinkedIn without switching between applications. This integration ensures th...