Discharge7443/fleet
1
0
Fork 0
Code Issues Pull Requests Actions 38 Packages Projects Releases Wiki Activity

Revise LinkedIn connection steps for CRM (#42718)

Browse Source
This commit is contained in:
Sam Pfluger
2026-03-31 09:38:42 -05:00
committed by GitHub
parent b4835077f2
commit 29f3e775ba
1 changed files with 11 additions and 8 deletions
Download Patch File Download Diff File Expand all files Collapse all files
handbook/ceo/README.md
+11 -8
View File
@@ -78,14 +78,17 @@ To check for pending connect requests, perform the following steps:
### Add LinkedIn connections to CRM
To add the most recent connections from Linkedin to our CRM, follow these steps:
1. Log into the CEO's LinkedIn (if you're not already) and click "My Network", then "Connections" and open each person's LinkedIn page in a new tab.
2. Log into our CRM using the Fleet's billing login (in 1Password) in another tab.
3. Scroll down to the "Experience" section to find the person's current employer and search for that account in the CRM database.
4. In LinkedIn, navigate to the employer company profile. Click "insights" to see how many employees are listed and update the "Employees" field on the CRM account.
5. The "Account rating" on the CRM account must be a 🦄, if they're not, Do not add the contact. Move on to the following person.
6. If the account is a 🦄, click "All contacts" and make sure they're not a contact already.
7. Create a new contact on the account: Click "New", fill out their full name, title, role, buying situation, and LinkedIn URL, then save the record.
8. Click on the new contact (their name) that you created and change their psychological stage to "intrigued" (we consider them intrigued since they've reached out to the CEO via LinkedIn).
1. Log into the CEO's LinkedIn (if you're not already).
2. Click "My Network".
3. Click "Connections".
4. Open each person's LinkedIn page in a new tab.
5. Log into our CRM using the Fleet's billing login (in 1Password) in another tab.
6. Scroll down to the "Experience" section to find the person's current employer and search for that account in the CRM database.
7. In LinkedIn, navigate to the employer company profile. Click "insights" to see how many employees are listed and update the "Employees" field on the CRM account.
8. The "Account rating" on the CRM account must be a 🦄, if they're not, Do not add the contact. Move on to the following person.
9. If the account is a 🦄, click "All contacts" and make sure they're not a contact already.
10. Create a new contact on the account: Click "New", fill out their full name, title, role, buying situation, and LinkedIn URL, then save the record.
11. Click on the new contact (their name) that you created and change their psychological stage to "intrigued" (we consider them intrigued since they've reached out to the CEO via LinkedIn).
### Connect with active community members