diff --git a/handbook/ceo/README.md b/handbook/ceo/README.md index 7737fadafd..3751551e84 100644 --- a/handbook/ceo/README.md +++ b/handbook/ceo/README.md @@ -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