New to Surfe and unsure where to begin setting up your account? Here’s a quick guide to help you prioritize the key steps after signing up with Surfe

Review all settings for your company account. Settings are applied at the company level, so any changes will affect all users. Double-check the email preferences for notifications from Surfe during data enrichment, review your GDPR settings, and choose how you'd like to enrich your contacts (automatically or manually).

NOTE

By activating your GDPR compliance, Surfe will only process data through providers that are GDPR-compliant. As a result, the number of enrichment results may be lower, as some providers in our cascade will be excluded.

2. Go to Your Surfe Dashboard -> Features

Explore and select the features you wish to use with your Surfe account.

For Admins

Here, you can control access to specific parts of the product for regular users.

3. Go to Your Surfe Dashboard -> Field Mapping

Map the information you want Surfe to send from LinkedIn to your CRM. On the left side, you'll see all the data we can scrape from LinkedIn or Sales Navigator. On the right, choose where this data should be placed in your CRM from the drop-down list.

Mandatory fields to map with Surfe:

Missing fields in the drop-down list?

If a field is missing from your CRM, you’ll need to create a new TEXT/DATA field. Once created, this new field will appear in the drop-down list within Surfe's Field Mapping.

How to create a new field in your CRM depends on the platform you're using. Check out the tutorials for Hubspot, Salesforce, Pipedrive, and Copper.

Want to learn more about why Field Mapping is important for your account or how to set it up? Find out more here.

For paid users

Check if your paid plan is assigned to you or other users that you invited, you can do that from Surfe Dashbaord-> Team