From LinkedIn, it is now possible to add and edit CRM records (company and contact).
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Installing the BoondManager extension for LinkedIn
From Chrome: I invite you to go to Chrome Web Store to add the Boond extension to your browser.
From Mozilla Firefox: Please open your browser and copy/paste the following URL into the search bar: https://ui.boondmanager.com/assets/ff-linkedin/boondmanager_for_linkedin.xpi then click Add
Then remember to allow the gadget to run even in private browsing if you wish.
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Create or update a company
Create a company
Here are the very simple steps to follow:
Establish the connection with Boond
Select the company to import
Click on the Boond link
Check the pre-filled information
Create in Boond
Here are some animations describing the different situations:
If you do not have a BoondManager session open in your browser, the gadget will first prompt you to log in:
Once on a LinkedIn profile, the gadget allows you to create the company from the information available on the page.
Update a company's information
When you are on a company record, the gadget will check and suggest an update if it detects a difference between the information in Boond and the information on LinkedIn.
You can select the information you want to update:
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Create and update a contact
Two situations may arise:
The contact's company already exists in Boond
Here are the very simple steps to follow:
Go to the contact
Click on the Boond gadget
Check and update the pre-filled information
Create in Boond
The contact's company does not exist in Boond
In this case, BoondManager offers to create the contact and then create the company.
With two clicks, it's in Boond!
Update a contact
Just like for companies, if BoondManager detects a difference between the information entered in the tool and the information on LinkedIn, an update will be suggested.