Linkedin CRM Sidebar
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Save Connections Buttons
If you find yourself on a particular LinkedIn person profile, these buttons allow you to directly add a person into the right category.
If you have already sent a connection request then you should click "Request Sent".
If the profile you are visiting is a prospect and is already connected with you then you can click "Connected" to add it directly into the connected list for future next steps.
If you were already connected and had already sent a DM then you can add it to "DM Sent" List.
And if you had Already Booked a Call with the connection then it can be added to "Call Booked".
Browse and Verify Connections
The top buttons allow you to browse all lists from all the stages of your outreach efforts.
Once you have populated the Request sent tab with enough connections and sometime later you decide you want to check which connections have connected already you just need to go to your LinkedIn Connections Page.
Scroll down the list of contacts enough (ideally down till the beginning of your outreach efforts) and then Click the "Verify Connections"Button.
The Extension will cross-check names and surnames available on the page, and if it finds exact matches the already connected contacts will be moved automatically into the "Connected" List.
Contact Actions
By clicking a Contact Name and Surname you can visit their profile.
You can assign Tags (which we will explain later how to create them).
You can write notes for each contact by clicking the note icon before the tag, when notes are saved icon rectangle turns blue.
By clicking the Copy icon you can copy their name with the embedded @ before the name (E.g @John Doe), to facilitate tagging in comments or posts.
You can move the contacts to the different outreach categories by clicking the icon related to each outreach stage.
You can move the profile into the "Connections Lists" (folder icon), removing them from the outreach workflow.
You can also delete each connection by clicking the bin icon at the end.
Connections Actions
Once the connections are moved here they lose the Outreach stages attributes. We did this for a variety of purposes, for example:
A list of connections which usually engage with your profile. You can visit their profiles and engage with their content previous to posting to increase chances of engagement.
A list of Authors and writers you want to pitch.
A list of influencers in your niche to comment under their post to maximize exposure.
In the Connections Lists when clicking a profile the click is logged and the row of the contact clicked highlighted, so you are able to keep track who you visited.
You can also click "Open 5 Profiles" to open 5 profiles at a time in new tabs (We don't recommend using this feature too much as LinkedIn may think you are using bots and restrict you temporarily eventually).
By Clicking Bin Icon "History" you can remove the click logs and reset.
Tags Options
Here you are able to create Tags to categorize all the connections.
You are also able to delete them by clicking on the "X".
By clicking the tags (careful to not click the "X" by mistake) you can filter both the Outreach Tab connections and the "Connections Lists" profiles to navigate smoothly and with ease your connections.
Prospecting and Messaging
You can use Gemini directly on the extension, for a variety of purposes including (Ideally accessing custom Gems for improved workflow):c
Instant Icebreakers Paste a prospect's bio or recent post to instantly generate personalized email hooks that drive engagement.
Boolean Search Builder Describe your ideal lead in plain English and receive a precise Boolean search string to copy-paste into LinkedIn.
Auto-Format Notes Paste messy call scribbles and let AI instantly reorganize them into structured summaries and clear next steps.
Message Polisher Draft roughly, then use AI to fix grammar, shorten text for mobile, or adjust the tone to be more persuasive.
Objection Buster Input any sales rejection (e.g., "No budget") to receive immediate, strategic replies and counter-questions.
Exporting your Connections
By Clicking the download Icon all your connections, with their Linkedin URL, Name/Surname, tags, outreach status and notes will be downloaded in CSV file, we will be adding more options as soon as we have feddback from users.
