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Update README.md
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handbook/digital-experience/README.md

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@@ -783,16 +783,16 @@ To check for pending connect requests, perform the following steps:
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### Add LinkedIn connections to CRM
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### Add LinkedIn connections to CSM
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To add the most recent connections from Linkedin to our CSM, follow these steps:
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1. Log into the CEO's LinkedIn (if you're not already) and click "My Network", then "Connections" and open each person's LinkedIn page in a new tab.
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3. Middle click a person's Linkedin page (this will open it to a new tab).
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4. Log into our CSM using the "[email protected]" login in another tab.
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5. Scroll down to the "Experience" section to find the person's current employer and search for that account in the CRM database.
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6. In LinkedIn, navigate to the employer company profile. Click "insights" to see how many employees are listed and update the "Employees" field on the CRM account.
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7. The "Account rating" on the CRM account must be a 🦄, if they're not, Do not add the contact. Move on to the following person.
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8. If the CRM account is a 🦄, click "All contacts" and make sure they're not a contact already.
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5. Scroll down to the "Experience" section to find the person's current employer and search for that account in the CSM database.
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6. In LinkedIn, navigate to the employer company profile. Click "insights" to see how many employees are listed and update the "Employees" field on the CSM account.
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7. The "Account rating" on the CSM account must be a 🦄, if they're not, Do not add the contact. Move on to the following person.
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8. If the CSM account is a 🦄, click "All contacts" and make sure they're not a contact already.
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9. Create a new contact on the account: Click "New", fill out their full name, title, role, buying situation, and LinkedIn URL, then save the record.
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10. Click on the new contact (their name) that you created and change their psychological stage to "intrigued" (we consider them intrigued since they've reached out to the CEO via LinkedIn).
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