Accessing a LinkedIn profile that has been matched with a CRM record allows the user to update the CRM information directly from within the LinkedIn profile page. In the top section of the widget, the organization, contact name, and job title can be updated.
If the contact name or job title do not match the data from LinkedIn, this will be indicated by a blue dot in those fields. Clicking on the dot will update the information in the widget with the data from LinkedIn.
In the bottom section of the vizrm widget, on the “details” tab, additional CRM attributes can be updated.
Note: these fields can be configured individually for each user in the extension settings.
Update the CRM contact by clicking “update contact” at the bottom of the widget.
