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Surfe features
Surfe features
Learn about Surfe’s features to streamline CRM workflows
17 articles
How to use Add to CRM?
Add contacts to your CRM individually
Add contacts to your CRM in bulk
Email and mobile finder
How can I find the emails and phone numbers of my contacts using Surfe?
Is it possible to enrich my contacts without adding them to my CRM?
Tasks, Notes and Deals
How to Create Notes and Tasks
Create Your Deals with Surfe
Highlights
Surfe Highlights
Additional fields
How to Use Additional Fields with Surfe?
Relink your records
How can I relink my contact on LinkedIn?
How can I unlink my contact from LinkedIn?
Sync messages
How can I start syncing my messages between Surfe and my CRM?
Where can I find my synced messages?
How can I unsync a message?
Can Surfe automatically sync all of my messages?
Message templates and Invitation templates
How do I get started with message templates?
How can I use Surfe invitation templates?
Contact update
Contact update- Automatically update contact data when they update their LinkedIn profile