Creating Notes with Surfe

With Surfe’s Notes feature, you can streamline your workflow by managing all your notes directly in one place, eliminating the hassle of constant toggling. All notes created in Surfe are automatically synced to your CRM. Additionally, any previous notes created in your CRM will be displayed directly on LinkedIn/ Sales Navigator, giving you seamless access to all relevant information in one view.

You can create internal notes directly on a contact's or company's LinkedIn profile.

Or use the side panel to get an overview of all your notes and add new ones.

Creating Tasks with Surfe

With Surfe, you can easily create tasks directly from LinkedIn or Sales Navigator, and we'll sync them seamlessly to your CRM. If you've already created tasks in your CRM, Surfe will display them right within LinkedIn. Say goodbye to switching between tabs—everything you need is centralized in one place for a smoother, more efficient workflow.

You can create your tasks directly on a contact's or company's LinkedIn profile.

Or use the side panel to get an overview of all your tasks and add new ones.