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Added steps in "Check LinkedIn for new activity" for adding contacts to Salesforce #24895
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…to Salesforce (CSM))
1. Log into the CEO's Linkedin (if you're not already) and click "My Network". | ||
2. Click "Connections" under "Manage my network". | ||
3. Middle click a person's Linkedin page (this will open it to a new tab). | ||
4. Log into our CSM using the "[email protected]" login in another tab. |
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4. Log into our CSM using the "billing@fleetdm.com" login in another tab. | |
4. Log into our CRM using the Fleet's billing login (in 1Password) in another tab. |
@@ -781,6 +781,18 @@ To check for pending connect requests, perform the following steps: | |||
1. Log into the CEO's LinkedIn (if you're not already) and click "My Network". | |||
2. Bring all pending connect requests to the CEO during the daily roundup. | |||
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To add the most recent connections from Linkedin to our CSM, follow these steps: |
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Probably should be it's own responsibility
@@ -781,6 +781,18 @@ To check for pending connect requests, perform the following steps: | |||
1. Log into the CEO's LinkedIn (if you're not already) and click "My Network". | |||
2. Bring all pending connect requests to the CEO during the daily roundup. | |||
|
|||
To add the most recent connections from Linkedin to our CSM, follow these steps: |
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CSM » CRM everywhere
@@ -781,6 +781,18 @@ To check for pending connect requests, perform the following steps: | |||
1. Log into the CEO's LinkedIn (if you're not already) and click "My Network". | |||
2. Bring all pending connect requests to the CEO during the daily roundup. | |||
|
|||
To add the most recent connections from Linkedin to our CSM, follow these steps: |
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To add the most recent connections from Linkedin to our CSM, follow these steps: | |
### Add LinkedIn connections to CRM | |
To add the most recent connections from Linkedin to our CSM, follow these steps: |
1. Log into the CEO's Linkedin (if you're not already) and click "My Network". | ||
2. Click "Connections" under "Manage my network". |
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1. Log into the CEO's Linkedin (if you're not already) and click "My Network". | |
2. Click "Connections" under "Manage my network". | |
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. |
To add the most recent connections from Linkedin to our CSM, follow these steps: | ||
1. Log into the CEO's Linkedin (if you're not already) and click "My Network". | ||
2. Click "Connections" under "Manage my network". | ||
3. Middle click a person's Linkedin page (this will open it to a new tab). |
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3. Middle click a person's Linkedin page (this will open it to a new tab). |
5. Search the company under the person's Linekdin and be sure to click the account (the company must be a 🦄 if they are not, move on to the following person). | ||
6. Click "All contacts" and make sure they are not a contact already. | ||
7. Click the "New" button and fill out their full name, title, role, buying situation, and Linkedin URL. | ||
8. Click "Save" | ||
9. 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). | ||
10. Click "Mark as current stage". |
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5. Search the company under the person's Linekdin and be sure to click the account (the company must be a 🦄 if they are not, move on to the following person). | |
6. Click "All contacts" and make sure they are not a contact already. | |
7. Click the "New" button and fill out their full name, title, role, buying situation, and Linkedin URL. | |
8. Click "Save" | |
9. 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). | |
10. Click "Mark as current stage". | |
5. Scroll down to the "Experience" section to find the person's current employer and search for that account in the CRM database. | |
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. | |
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. | |
8. If the CRM account is a 🦄, click "All contacts" and make sure they're not a contact already. | |
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. | |
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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