Admin Settings in Surfe give you control over how Surfe interacts with your CRM and allow you to tailor your experience, ensuring smooth and efficient workflows. Only users with admin privileges can access and modify these settings, ensuring that your data management is secure and controlled. Below is a detailed explanation of each feature available in the Admin Settings.

How to Access Admin Settings

1. Export Company Country Information As
This setting allows you to choose how country information is exported to your CRM. You can select between:
Country Codes (e.g., US, FR): Short, standardized codes for countries.
Full Country Names (e.g., United States, France): Complete names of the countries.
This feature is useful for ensuring consistency in your CRM's address data, depending on your company’s data format preferences.
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​2. Clean Company Name When Exporting to CRM
This feature automatically removes common company abbreviations (like Inc, BV, Co., Corp., GmbH) when exporting company names to your CRM. This helps keep your CRM data clean and standardized, ensuring that only the essential part of the company name is recorded.
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​3. Show Contact Updates To
This setting controls who can see a list of contacts with outdated information in your CRM:
Everyone: All users can view the list of outdated contacts.
Only the Contact Owner: Only the person who owns the contact in the CRM can see the outdated information.
This feature helps in managing data accuracy while giving control over who can see and act on outdated information.
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​4. Sync Notes and Conversations with Latest Deal
This setting ensures that any notes or conversations you have with a prospect are automatically linked to their latest deal in the CRM. It keeps all communication and notes tied to the relevant deal, making it easier to track progress and maintain context in ongoing negotiations.
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​5. Create the Contact's Company in the CRM Automatically
When you add or update a contact through Surfe, this feature automatically creates a company profile for the contact's current company in your CRM if it doesn't already exist. This saves time and ensures that all relevant company data is stored in your CRM without requiring manual entry.
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​6. Update the Contact's Company in the CRM Automatically
If you update a contact in your CRM through Surfe, this feature will also update the associated company information in your CRM. It ensures that company details remain consistent and up-to-date across all records.
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​7. Don’t Create a Contact in the CRM Without a Company Attached
This setting prevents the creation of a contact in your CRM if they are not associated with a company on LinkedIn or if the company creation fails in the CRM. This prevents incomplete records in your CRM, ensuring that every contact is linked to a company.
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​8. Update Contact Name When Updating Contacts in CRM
This feature automatically updates the contact’s name in the CRM whenever you update their information through Surfe. It ensures that name changes or corrections are reflected across all CRM records.
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​9. GDPR Compliance
This feature ensures that Surfe only uses GDPR-compliant email enrichment providers when your prospects are based in the EU. It helps your company remain compliant with European Union privacy laws, protecting your data-handling practices and avoiding potential legal issues.
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​10. Trigger Email & Phone Enrichment Automatically
When you add or update a contact through Surfe, this setting automatically triggers the email and phone enrichment process. Surfe will search for and enrich the contact's information, making it easier to gather complete data for your CRM.If this option is not enabled, Surfe would not automatically enrich your emails and mobile numbers when exporting lists in bulk using our Sales Navigator feature.
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​11. Trigger Mobile Enrichment Automatically
This setting automatically searches for a contact’s mobile phone number when email enrichment is triggered. It helps you gather additional contact information without needing to manually start the process. Surfe would not automatically enrich mobile numbers when exporting lists in bulk using our Sales Navigator feature.
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​12. What Type of Emails Would You Like Surfe to Send to Your CRM?
You can choose the type of email addresses that Surfe will send to your CRM:
Personal Emails: Such as @gmail.com, @live.com, etc.
Professional Emails: Corporate or work-related emails.
Both: Send both personal and professional emails to your CRM.
This feature lets you control the type of email data stored in your CRM based on your company’s communication needs.
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​13. Strict LinkedIn URL Match Only
This setting ensures that a match in your CRM is only found if the LinkedIn URL matches exactly. If it doesn’t, the record is considered unrelated. This helps in maintaining accurate record linking between LinkedIn and your CRM.
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​14. Prevent Non-Admin Users from Editing CRM Fields Mapping
With this feature, only admin users have the authority to edit CRM field mappings. This restriction helps maintain data integrity by preventing unauthorized changes to how data is mapped from LinkedIn to your CRM.
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​15. Custom Deal Name
You can customize the default template for new deals created through Surfe. The template can include placeholders like #contact, #firstname, #lastname, and #company, which will be automatically replaced with the actual contact and company names when a new deal is created.
Example:
Template: "New deal with #contact of #company"
Result: "New deal with John Doe of ABC Corp."