Skip to main content

CRM Deals & Activities in LinkedIn

How to create and view CRM Deals in LinkedIn and how to add new CRM activity records from LinkedIn

Updated today

1. To view CRM tasks, click on Activities in the vizrm panel on a LinkedIn profile

2. Click on Add Activity to create a new task

3. Provide details and click Create Activity

4. The activity has been added to the CRM and vizrm

5. To view related CRM Opportunities click on Deals

6. To create an association between the contact and a deal click on Add To / Create Deal

7. Select / search an existing deal or click on create to add a new one

8. Provide details for the new deal

9. Click on create deal

10. The new deal has been added to the CRM and associated with the contact and company

Did this answer your question?