Some investors on your CRM may not have contact information available when you want to reach out. LinkedIn is a great way to find a mutual connection and request a warm introduction from them. This way you can be introduced to investors and begin fundraising in no time.
How to Add Mutual Connections on LinkedIn to CRM
Navigate to the CRM, Aurora will automatically and click on the LinkedIn button next to the investor's profile picture. Here is where you can identify a mutual connection you would like to reach out to.
Once the mutual connection is found, add their name and email to the contact's profile. Open the contact and click 'Connections', click 'Add Connection' to add a new mutual intro path.
You can either select from the library of warm intro contacts in your CRM or 'Add New Connection' to add a new intro path.
View contact connections at a glance in the CRM.
How to Email the Introduction Path a Warm-Intro Request
Open the CRM contact's details and navigate to connections.
Draft an email to a mutual connection by clicking the mail icon on.
You can track the status of intro requests by changing the status tag.
