Saving a Profile
How to save a profile to your ContactOut Dashboard.
Steps:
- Navigate to a LinkedIn profile
- Click the ContactOut extension
- Click on ‘+ Save profile’
- (+ Save Profile) "Click the drop down arrow" Note: "When you click the drop down arrow you will see the default folder where Profile was saved"
- Create a new folder before clicking " Save Profile "
- Write your project folder name
Note
- To stay coordinated with your team so they now which leads have already been contacted.
- The "share with team" option allows everyone on your team to be in the loop
How to save profile in bulk
Steps:
- Head to a LinkedIn search page
- Select profile to open in new tab
How to open save profile
Steps:
- Head to the hamburger menu in extension
- Select "Save open profiles"
- You can see "Save profile"
- Once they have been saved If you've checked "Close all the profiles after saving"
- then you see all the tabs will disappear
How to use LinkedIn recruiter and linkedIn sales navigator
Steps:
- Head to your dashboard and select "view saved profiles"
- Your leads are all here safe and sound in their respective folders
How to organize leads
Steps:
- click "Add to folder" or "+ Create folder" So you can organize leads
- Then you can add them to folders from your dashboard itself.
Adding Notes to a Profile
Steps:
Click the ContactOut extension.
You can "Add a Note" to your self
Once shared, the notes will appear in the chrome extension from you and your entire team Note:
- You and your team can write multiple notes for the same profile.
- Notes will be stored and displayed with a timestamp and the author of the note.
It is easy to delete a Note by just clicking the ‘delete’ link beside a particular note.
How to upload the list to an ATS, CRM
Steps:
- want to upload this list to an ATS, CRM
- selecting the contacts and clicking "exports leads"
- Easily export curate lists of contacts into "CSV files"
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Saving a Profile
How to save a profile to your ContactOut Dashboard.
Steps:
- Navigate to a LinkedIn profile.
- Click the ContactOut extension
- Click on ‘+ Save profile’
Tip: Clicking the dropdown arrow will show the default folder where the profile will be saved in. Clicking another folder will save it into that folder. View the profile in your ContactOut Dashboard.
Creating a folder to save a profile (Extension)
How to create a folder from the ContactOut extension.
Steps:
- Click the ContactOut extension.
- Click on the arrow symbol beside Save/Update Profile and then click on 'Create new folder'.
- Enter the folder name and click on 'Create'.
- Check your new folder.
Adding Notes to a Profile
Steps:
Click the ContactOut extension.
Click on the ‘Notes’ and type the note.
Note:
- You and your team can write multiple notes for the same profile.
- Notes will be stored and displayed with a timestamp and the author of the note.
- It is easy to delete a Note by just clicking the ‘delete’ link beside a particular note.
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