HOW TO USE LINKEDUP CRM & DOWNLOAD YOUR CONNECTIONS
You can Download ALL of your Connections/&associated Messages Directly from LinkedIn. The name/company will appear one under another (in list format) under Connection Eliminates #1 Reason people don’t use their CRM more, they don’t enter contacts to begin with.
NOTES – Now you can make notes about your conversations with a connection
Just click on the Black Round NOTES Button
HOW TO USE LINKEDUP CRM & DOWNLOAD YOUR CONNECTIONS
SEGMENT YOUR CONNECTIONS Into GROUPS … We call BUCKETS
Just click on the GRAY Round BUCKETS Button You can make up the Bucket names you want to use.
RATE your connections from 1 to 5 STARS – this will help you further segment your best prospects
Set REMINDERS to your calendar – for future appointments and follow-up
HOW TO USE LINKEDUP CRM & DOWNLOAD YOUR CONNECTIONS
VIEW any MESSAGES you have sent to this Connection in the past.
All messages will appear, beginning with the most recent.
DELETE Connections (in the CRM ONLY) that you don’t consider of importance
Just CLICK to RED X BUTTON and this “Are You Sure?” screen will appear.
DELETE LIST to DELETE from LINKEDIN. You can also use this feature to build a list
of the people you want to later delete from LinkedIn. It will make that daunting task
MUCH Easier!
HOW TO USE LINKEDUP CRM & DOWNLOAD YOUR CONNECTIONS
SEARCH through your Connections by Name or Company to quickly find people
UPLOAD an EMAIL LIST (csv file) see if it matches against your Connections
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HOW TO USE LINKEDUP CRM & DOWNLOAD YOUR CONNECTIONS
The email from LinkedIn with Connections may come as quick as about 10 minutes
however, it may take up to 24 hours for the Messages to also be emailed.
Click the radio button (shown below in blue) then Click the Request archive blue box.
HOW TO UPLOAD Your Exported LinkedIn® DATA
from the LinkedIn® Email to → LinkedUPCRM
1. It will be in the File where you
saved it from the email attachment.
2. It will LOOK like this (below)
3. Double Click this Zip File to OPEN it.
4. It will open all of the files from your
Complete LinkedIn DATA file →→
5. The only 2 files you will need are
for your Connections and Messages
6. Save the Connections.csv File to
your DESKTOP (SEE bottom of page)
7. Then, Save the Messages.csv File to
your DESKTOP (SEE bottom of page)
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8. OPEN LinkedUPCRM … click UPLOAD
9. Then drag and drop the
CONNECTIONS.csv file in the box.
10. Then drag and drop in MESSAGES.csv
file in that box (they have to have
connections to sync up to)
NOTE: SURE … it’s a few Clicks, BUT it
beats the heck out of entering all that
data one at a time! + Once you’ve done this once, it will seem
simple each time thereafter. You can
update your CRM as often as you want to
reflect any LinkedIn® changes.
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