The Surfe side notch is a key element of your LinkedIn experience with Surfe, providing easy access to important features and tools that enhance your productivity. This article will guide you through where to find the side notch, what features it includes, and how to customize its position on your screen.
Where to Find the Side Notch
The Surfe side notch is located on the right-hand side of your LinkedIn profile when you have the Surfe Chrome extension installed and active. It appears as a vertical tab that can be expanded or collapsed, providing quick access to various Surfe features.
Features Included in the Side Notch
The side notch includes several important tools designed to streamline your LinkedIn workflow:
Notes
The Notes section allows you to jot down important information about your LinkedIn contacts directly from the Surfe side panel. This is useful for capturing details from conversations or planning your next steps.
Key Features:
Quick Access: Take notes directly within LinkedIn without needing to switch platforms.
CRM Sync: Sync notes with your CRM to keep all team members informed of recent interactions.
Organization: Keep track of important details about your contacts for future reference.Tasks
The Tasks section helps you manage your to-dos efficiently, directly from LinkedIn. This ensures that you stay on top of follow-ups, meetings, or any other action items related to your contacts.
Key Features:
Task Creation: Create and link tasks to specific contacts within LinkedIn.
Reminders: Set deadlines and receive reminders to stay on track.
CRM Sync: Sync tasks with your CRM for a centralized record of all activities.Contact Updates
The Contact Updates section provides a streamlined view of changes to your LinkedIn contacts, such as job title and company changes.
Key Features:
Real-time Alerts: Receive notifications about updates to your contacts’ profiles.
CRM Integration: Ensure your CRM reflects the most recent information.
Customizable Views: Choose whether updates are visible to all team members or just the contact owner.Profile
The Profile section allows you to view your credits , manage your integrations, and access the dashboard in the bottom right corner.
The Dashboard Includes:
Account Management: Update personal details, change your password, or manage your subscription.
CRM Settings: Configure how Surfe interacts with your CRM.
Customization: Tailor the Surfe to suit your workflowNotifications
The Notifications section keeps you informed about important activities and reminders directly within LinkedIn.
Key Features:
Instant Alerts: Receive notifications for tasks, notes, and contact updates.
Actionable Items: Quickly act on notifications directly from the side panel.
How to Move the Side Notch
If the side notch obstructs your view or you'd prefer it in a different location on your screen, you can easily move it. Click and drag the notch to your desired position along the right-hand side of your screen. However, note that the notch cannot be completely removed from your LinkedIn view unless you uninstall the Surfe extension.
