David S
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Recent activity by David S-
How to edit CRM fields from LinkedIn
If a LinkedIn contact is in your CRM, you will see the SurfeSync overlay of your CRM field on top of their profile. The SurfSync overlay sits on the profile and displays the information about this ...
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How to add contacts to your CRM from LinkedIn
When visiting a profile page on LinkedIn, Surfe gives the user the ability to add the contact and all of their information from LinkedIn straight to the CRM - instead of having to manually copy and...
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How many credits does it cost to search for email, phone, and mobile numbers?
Searching for an email address and phone number uses 1 credit and is done in the same search. Searching for a mobile phone number uses 1 extra credit. Email and phone search = 1 credit. Email, ph...
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How to use notes templates
Speedify your note taking process with templates. How to create a template:When on the LinkedIn profile of a contact who is present in your CRM, click on the notes icon in the Surfe side panel.Cli...
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How to add notes to contacts
We know how important it is to study your target profiles on LinkedIn before even making connections with prospects. You don't want important details to slip through the cracks, so you have to writ...
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How do I know which enrichment tool successfully found the mobile phone number?
After you have found a mobile phone number using the Mobile Finder, you’ll see the logo of the enrichment tool which successfully found the number next to the number itself. This way, over time, yo...
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Dropcontact
Surfe integrates with Dropcontact to offer our users the ability to find verified professional email addresses of LinkedIn profiles. You don’t need to do anything to activate this feature. It’s al...
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How to change CRMs
If you’ve recently changed CRMs and want to continue using Surfe with your new CRM, the process is straightforward. Follow these steps to switch the CRM connected to your Surfe account: How to Swit...
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Editing and mapping properties
Properties are pieces of information stored in CRM records. For instance, the "Source" property on a Company record indicates where the company was added from. Ensuring your property fields in your...
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Using default properties
Properties are additional pieces of information stored in CRM records. For instance, the "Source" property on a Company record indicates where the company was added from.Default field values, or de...