Deals are sales opportunities that are associated with contacts in the CRM database. When a prospect becomes interested in your product or service, you can initiate a deal to move them through your pipeline and hopefully win it.

Usually, you would create a deal and manage its pipeline within the CRM, but now Surfe has introduced a way to manage all deals directly from LinkedIn, both saving you time and increasing your data accuracy.

Create deals

You can click "New Deal" straight from the prospects' profile. The deal created within LinkedIn is instantly synced inside your CRM. Once a deal is created, you will be able to see and change the stages in which the deal is in your pipeline.
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Keep in mind that all of our features are meant to offer maximum flexibility for the user, so a two-way sync is put in place. This means that when any user changes anything inside the CRM, the changes are also reflected on the LinkedIn interface.

Create Deals linked to a Company & Add contacts to existing Deals

Surfe allows you to create Deals linked to a Company as well as view all Deals related to the Contact’s Company from the Contact’s own LinkedIn profile.

In addition, you can now attach a Contact to an existing Deal, simply by searching for this Deal by name. To add a LinkedIn profile to an existing Deal: