Viewing CRM Deals on a LinkedIn profile
On a CRM contact’s LinkedIn profile page, the vizrm browser extension will highlight the number of open deals associated with this contact in the bottom section of the widget on top of the “Deals” tab.
Click on the tab to show a list of the open CRM deals for this contact. The information includes the deal title, stage, and amount.
Associating and existing CRM Deal to a contact on a LinkedIn profile
To associate an existing deal with a contact, navigate to the “Deals” tab in the vizrm widget and select “Add To / Create Deal”.
In the dialogue, a list of all open deals associated with the contact’s organization is shown to select. Additionally, any CRM deal can be added via the search box. Select a deal and click “add” to associate the deal with the contact.
Creating a new CRM Deal from a LinkedIn profile
To create a new deal in the CRM from a LinkedIn profile, navigate to the “Deals” tab in the vizrm widget and select “Add To / Create Deal”.
In the dialogue click “new”. Then select the pipeline, provide a deal title, value and close date. Complete the process with “Create Deal”.
The new deal will be created in the CRM and associated with the person- and the organization- records displayed in the widget and added to the deals list.