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Features

By Marta1 author29 articles

How to add contacts to HubSpot list directly from LinkedIn with Surfe

How to set up the ‘Add to list’ feature with Surfe?

Adding to, Managing, and editing contacts in your CRM from LinkedIn

How to add contacts to your CRM from LinkedIn

How to see if a LinkedIn profile was added to your CRM with Surfe

How to edit CRM fields from LinkedIn

How to see which LinkedIn profiles are already in your CRM

How Surfe identifies companies in the CRM?

Gmail

Email finder

How to see how many email enrichment/finder credits I have left

Finding verified email addresses of contacts

Phone finder

How to find mobile phone numbers with Surfe?

My Mobile Finder search result wasn’t added to my CRM. How do I map Mobile Numbers with my CRM?

How many credits does it cost to search for email, phone, and mobile numbers?

Which enrichment providers does Mobile Finder use?

How do I know which enrichment tool successfully found the mobile phone number?

Can I use Mobile Finder without using Email and Phone finder?

How can I see how many Mobile Finder credits I have remaining?

Messages and conversations

Syncing message

Using connection request templates

Using message templates

Message analytics

Creating and managing deals from LinkedIn

Creating deals from LinkedIn

Using SalesNavigator with Surfe

How to export lists from Sales Navigator

How to use Surfe with SalesNavigator

Notes

How to add notes to contacts

How to use notes templates

Keeping your contact data up-to-date

Automatically update contact data when they update their LinkedIn profile

Managing duplicates

How to add LinkedIn profile pictures to CRM contact

Relink and Unlink my records

Link to CRM record/ Change an existing match between LinkedIn and your CRM