From the course: Integrate LinkedIn Sales Navigator with Your CRM

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View a new lead or contact profile

View a new lead or contact profile

From the course: Integrate LinkedIn Sales Navigator with Your CRM

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View a new lead or contact profile

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- [Gini] I'm going to create a new lead, and this lead is Simon Lodine, who is a doctor. And he is with Kinetico, and I could fill in more fields of course. Lead status is, we're already in conversation. And I'm going to save this new lead. Now that the lead has been created, I can click on the details page, and as when I click on the details page with a lead that I've had for a month, or a year, it begins to load information from LinkedIn through the Sales Navigator Integration. Takes just a little tiny bit longer, but note, there's Simon at Kinetico Solar, and there is Kinetico. So I'm going to match my information about Simon, and in doing so, note that it's saved, that information is saved in Sales Navigator. I'm going to match my company information. That match then is saved. So by matching, that relationship then has been created, I won't have to create it again. The next time that open up Simon's information,…

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