The Companion connects LinkedIn with your CRM in aYOUne.
Contact card on profiles
On a LinkedIn profile a card appears at the bottom right after a moment:
- If the person is in your CRM, you see their rating, status, contact type and, if stored in your CRM, their e-mail address, plus a link to open the contact in aYOUne.
- If not, the card says the person is not in your CRM.
The match is made by name. Close the card with its ×. The card is currently shown in German.
Importing profiles and leads
- Import profile (popup, on a profile): creates the person as a lead with first and last name, the profile headline as job title, and the location.
- Import leads (popup, in a Sales Navigator search): imports the results on the page as leads with name, headline, location, profile link and picture.
Suggestions from web pages
If a web page suggests a lead to the Companion, it asks first whether to create the lead in your aYOUne CRM. Nothing is saved until you click Lead anlegen (create lead); Abbrechen (cancel) discards the suggestion.
Turning it on or off
Under Settings → Features switch the card (LinkedIn contacts in your CRM) on or off, for all sites or just for some.