Note: Before creating or linking a deal, make sure the contact is already synced to your CRM.
Create a new deal
Open a LinkedIn contact profile
Open the Surfe side panel
Make sure the contact is already synced to your CRM
Click Add Deal
Select the pipeline where you want the deal to be created
Fill in the deal information
Click Save
The deal will be created directly in your CRM and linked to the contact.
Link to an existing deal
Open a LinkedIn contact profile
Open the Surfe side panel
Make sure the contact is already synced to your CRM
Click Link Deal
Search for the existing deal
Select the appropriate pipeline if multiple pipelines are available
Confirm the link
The contact will then be associated with the selected existing deal in your CRM.
Manage existing deals
If a contact is already linked to existing deals in your CRM, Surfe will display them directly in the side panel, including the associated pipeline and deal stage.
From there, you can:
view linked deals
see which pipeline they belong to
open the deal in your CRM
update deal information depending on your CRM setup
This allows you to manage deal workflows without leaving LinkedIn.
Important
The contact must already exist in your CRM before creating or linking a deal
Available pipelines and fields depend on your connected CRM
Deal management is available directly from the new Surfe side panel without leaving LinkedIn