23rd September 2025 Update: You can now save people to the CRM directly from the feed as well. Basically, it is no longer mandatory to go to the prospects' profile.
LiGo's Chrome extension makes it easy to save promising connections directly from LinkedIn into your LiGo CRM system. This guide explains how to capture and manage leads seamlessly while browsing LinkedIn.
What You'll Learn
How to save LinkedIn profiles to your LiGo CRM using right-click context menu.
Adding prospect details and categorizing leads.
Accessing and managing your leads in the LiGo web app.
Adding prospects manually to your CRM.
Organizing your prospect pipeline effectively.
Saving LinkedIn Profiles to LiGo CRM
When browsing LinkedIn with the LiGo Chrome extension installed, you can save profiles using the right-click context menu:
Right-Click to Save
Navigate to any LinkedIn profile you want to save as a lead.
Right-click anywhere on the profile page.
Select "Save to LiGo's CRM" from the context menu.
A modal window will appear, allowing you to add additional information about the prospect.
Pro Tip: The right-click context menu option only appears when you have the LiGo Chrome extension installed and are logged in to your LiGo account.
Adding Prospect Details
When the "Add to LiGo" modal appears, you can enter additional information:
Required Information
The modal will pre-populate with information from the LinkedIn profile, including:
Name
Headline/Title
Location
You can view this information by either visiting the "Leads(CRM)" section in LiGo, or directly by going to ligo.ertiqah.com/basic-crm.
Additional Fields to Complete
Stage: Select the appropriate stage from the drop-down.
Prospect (first touch)
Lead (showed interest)
Opportunity (active discussion)
Customer (converted)
Notes: Add any relevant details about the prospect
Conversation notes
Key interests
Potential needs
Follow-up reminders
Tags: Enter relevant tags separated by commas
Industry tags
Interest categories
Source information
Priority levels
Pro Tip: Using consistent tags across your prospects makes filtering and segmenting your leads much easier later.
Finalizing the Save
Once you've added all relevant information:
Review the details for accuracy
Click "Save to LiGo" button at the bottom of the modal
The profile will be saved to your LiGo CRM, and you'll receive a confirmation notification.
Accessing Your Leads in LiGo
To view and manage your saved leads:
Log in to your LiGo web application.
From the left sidebar navigation, click on "My Leads" under the ANALYTICS & CRM section.
The Prospect Manager dashboard will display all your saved leads.
Note: You can access your leads at any time, even when you're not on LinkedIn, by logging into your LiGo account.
The Prospect Manager Dashboard
The Prospect Manager provides a comprehensive view of your leads:
Dashboard Features
Prospect List: All your saved leads displayed in a table format
Stage Column: Shows the current stage of each prospect
Location Information: Geographic details for territory management
LinkedIn Profile Link: Quick access to the prospect's LinkedIn profile
Notes Section: Display of any notes you've added
Labels Column: Showing tags and categories
Custom Fields: Any additional custom information you've defined
Managing Prospects
From the Prospect Manager, you can:
Sort prospects by different columns
Filter by labels using the "Filter by Labels" button
Customize visible columns with the "Customize Columns" button
View detailed information by clicking on any prospect
Adding Prospects Manually
You can also add prospects directly from the LiGo web app:
In the Prospect Manager, click the "Add Prospect" button in the top right
In the "Add New Prospect" modal, enter prospect information:
Name (required)
Stage
Location
LinkedIn URL
Notes
Labels
Custom Fields
Click "Add Prospect" to save
This is useful for adding leads from sources other than LinkedIn or for creating placeholder profiles.
Organizing Your Prospect Pipeline
Effective pipeline management helps you prioritize outreach efforts:
Using Stages Effectively
Prospect: Initial identification, not yet engaged
Lead: Has shown some interest or engagement
Opportunity: Active discussions about potential business
Customer: Has converted to a paying customer
Move prospects through these stages as your relationship develops.
Adding and Using Labels
Labels help organize prospects into meaningful groups:
Click in the "Add a label" field when adding or editing prospects.
Enter descriptive labels that help with segmentation.
Use these labels to filter your prospect list.
Pro Tip: Create a consistent labeling system. For example, use industry:finance, priority:high, source:linkedin formats to create easily filterable categories.
Using Notes Strategically
The Notes field is valuable for tracking interactions:
Record key points from conversations
Note specific pain points or needs
Add follow-up reminders
Document potential opportunities
Best Practice: Date your notes (e.g., "[2025-03-18] Initial conversation about content needs") to create a chronological interaction history.
CRM Best Practices
To get the most from LiGo's CRM capabilities:
Regular Prospecting Schedule
Set aside dedicated time for identifying and saving new prospects.
Review your LinkedIn notifications daily for potential leads.
Save profiles immediately after meaningful interactions.
Consistent Follow-Up Process
Use the CRM to track when you last engaged with prospects.
Create a regular cadence for checking in with leads.
Update stages and notes after each interaction.
Pipeline Review
Weekly: Review new prospects and active opportunities.
Monthly: Analyze conversion rates and pipeline health.
Quarterly: Clean up stale prospects and update strategies.
Common Questions
How many prospects can I save to the CRM?
Standard plan users can save up to 100 prospects, while Pro plan users have unlimited prospect storage.
Can I export my prospect list?
Yes, you can export the prospects to a CSV list. Currently, there are no limits to the amount of Prospects you can have in the list; however, fair usage policy and limits maybe introduced in the future for Pro users as well (for standard users, it's 100).
Will the prospect know when I save their profile?
No, saving a profile to your LiGo CRM is private and not visible to the LinkedIn user.
Can I share my prospect list with team members?
Currently, prospect lists are user-specific. Team collaboration features are planned for future updates.
What browsers support the Chrome extension?
The LiGo Chrome extension works on Google Chrome and Microsoft Edge. It is not compatible with Safari, Firefox, or mobile browsers. It might work .. but we don't include them currently in our Quality Assurance and Software testing pipelines.
What happens if I delete a prospect?
Deleted prospects are permanently removed from your CRM. Consider changing their stage or adding a "dormant" label instead if you might want to revisit them later.