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Changing settings and preferences
Changing settings and preferences
Updated over 9 months ago

You can easily change your settings and preferences from the Surfe dashboard. You can access the Surfe dashboard at any time by clicking the Surfe logo at the top of the page when you are on LinkedIn.

In the settings tab on the dashboard you can change a variety of settings including:

  • Export company country information as

  • Clean company name when exporting to CRM

  • Create the Contact's Company in the CRM automatically

  • Update the Contact's Company in the CRM automatically

  • Don't create a Contact in the CRM without a Company attached

  • Trigger email & phone enrichment automatically

  • Prevent personal emails from being sent to the CRM

  • Prevent non-admin users from editing CRM properties mapping

  • Strict LinkedIn URL match only

  • Associate new Deals to Contact's Company

  • Custom Deal name

In this tab you can also change the features that you have enabled. You can:

  • Enable Sales Navigator list export

  • Enable Email validation

  • Enable Leads

  • Enable Deals

  • Enable Notes

  • Enable Conversation Header

  • Enable Conversation Templates

  • Enable Change Log

  • Enable auto-sync of LinkedIn messages

  • Enable contact updates

  • Enable Template Analytics

  • Enable Tasks & Activities

  • Enable Email/Phone enrichment

  • Enable Smart Conversations

  • Highlight CRM Contacts in lists

  • Enable highlight cards

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