Edit CRM Fields from LinkedIn

Once Leadjet's matches the LinkedIn profile you're visiting with a contact present in your CRM, an overlay of the CRM contact's information appears. Leadjet also allows you to configure & edit the CRM fields from LinkedIn, synchronizing all the changes with your CRM.

With Leadjet, you are able to change the default view of the CRM fields shown on LinkedIn to suit your needs.

You can add or omit certain fields and fill them in, directly from a person's profile.

Leadjet creates a CRM overlay on top of the profiles of your contacts. By default, Leadjet will display email, phone, and company info, as well as tasks attributed to the contact.

If you wish to change this set-up or have additional fields displayed, you can do so without leaving LinkedIn. You can add or remove fields from this view by clicking on the pen icon on the bottom corner.

To begin, click on the "Edit Fileds" pen icon. And then "More fields".

Now you have the option to bring up any field that is present in your CRM - it will be shown on LinkedIn. After choosing your desired fields click the ✔ tick to save.

Now every profile you visit on LinkedIn will have this field shown. You will be able to manually edit this field without switching to your CRM.

Please refer to the video at the bottom of this page for a visual demonstration of the feature.

Once a contact is inside your CRM you will have an overlay of your CRM fields on top of your LinkedIn. You can edit fields in this view by clicking on the pen icon on the bottom corner.

Simply click on the field you wish to edit, enter relevant information.

Should you need to edit your contact's company information, this can be easily done from the overlay as well.

Simply click on the company name assigned to the contact - a feild will toggle down and you can type away, or choose from the options suggested.

Press Enter or click on the ✔ tick.

All of your edits will be automatically made inside your CRM database - no need to do it manually.

You can change a Contact’s owner directly from the Leadjet panel in LinkedIn. No need to switch back to your CRM to transfer leads to your teammates.

To assign a different owner, simply click on the current owner's name:

A dropdown menu will appear - select the owner you want to assign:

Once you choose an owner, this information will be saved and synced with your CRM.



For a quick tutorial, watch our helpful video: