Set Up Connections

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Context

Connections help you find ways to reach people at your target companies based on information you add to Sales Intelligence. The categories of information that you can add include:

  • Personal Connections: Determine the contacts you’re connected with based on the people you know.
    Tip: Some LinkedIn, Gmail, and Outlook contacts you import may not appear in Sales Intelligence. For more information, see Understanding Connections.
  • Work History: Identify connections to prospective buyers through your previous employers and coworkers.
  • Education: Find referrals to prospects through your fellow alumni.
  • Personal Reference Customers: Discover employees at companies you’ve worked with that connect you with target accounts.

Connections and Privacy

Sales Intelligence was designed with privacy in mind. When you import your LinkedIn, Gmail, and Outlook contacts to Sales Intelligence, nothing gets added to the Sales Intelligence database unless you explicitly request it. 

Sales Intelligence matches your contacts against people in its database. If the contact exists, Sales Intelligence creates a link for you to review the information. Sales Intelligence doesn't add contacts without matches to its database. These contacts become your private personal connections or your private network that cannot be accessed by anyone outside of your organization at any time. 

Even though your colleagues can see connections in your private network, they cannot see their contact information. They need to ask you for a referral if they want to reach out to someone in your private network.

Important:

  • Contacts in your private network are only visible to you and do not include a link to view their details page.
  • Only you have the option to add contacts in your private network to the Sales Intelligence database.
  • If you add contacts in your private network to the Sales Intelligence database, they become available to all users.

Steps: Add LinkedIn Connections

  1. In Sales Intelligence, click your profile and select Manage Connections.
    Profile Menu Connections.png
    The Manage Connections page opens.
    Manage Connections.png
  2. Click People You Know.
  3. Under LinkedIn Connections, click Add Connections.
  4. To download your connections data from LinkedIn, do the following:
    a. Go to the LinkedIn Export your data page. For more information, see the LinkedIn documentation
    b. Select the Connections checkbox and click Request archive.
    c. Click Download archive when your file is available.
    d. Unzip the downloaded file.
  5. In the window that opens, click Browse and select the file named Connections.csv.
    Important:
    - If the downloaded zip file included multiple CSV files, ensure that you only import the file named Connections.csv.
    - Any changes to your contacts in LinkedIn do not appear in Sales Intelligence unless you reimport them.

Steps: Add Gmail Contacts

  1. In Sales Intelligence, navigate to the Manage Connections page.
  2. Click People You Know.
  3. Under Gmail Contacts, click Add Contacts.
  4. In the window that opens, enter your Gmail credentials and click Allow.
    Tip: After the import, the names of the Gmail contacts to be added to your connections appear. To remove a contact, click the x next to their name.

Steps: Add Outlook Contacts

 

  1. In Sales Intelligence, navigate to the Manage Connections page.
  2. Click People You Know.
  3. Under Outlook Contacts, click Add Contacts.
  4. In the window that opens, click Browse and select the CSV file with your Outlook contacts.
    Tip: For information about creating the CSV file, see the the Microsoft documentation.

Steps: Resolve Multiple Contact Matches

After you import LinkedIn, Gmail, or Outlook contacts, you may need to resolve multiple matches for some connections. These connections are denoted by a flag icon in the Duplicates column.

  1. In Sales Intelligence, navigate to the Manage Connections page.
  2. Click People You Know.
  3. In the table of imported contacts, click the flag icon in the Duplicates column for a connection.
  4. In the window that opens, review the details of the matching record and double-click the correct record to select it.

Steps: Add Work History

  1. In Sales Intelligence, navigate to the Manage Connections page.
  2. Click Work History.
  3. Enter the company, job title, and duration for your previous employers.
  4. Click Save.

Steps: Add Education

  1. In Sales Intelligence, navigate to the Manage Connections page.
  2. Click Education.
  3. Enter the school name, degree, and years attended for your colleges or universities.
  4. Click Save.

Steps: Add Personal Reference Customers

  1. In Sales Intelligence, navigate to the Manage Connections page.
  2. Click Reference Customers.
  3. On the Personal Reference Customers tab, click Add.
    Add Customer.png
  4. Enter the name of the companies in the text box, and click Search.
    Tip: Enter the name of each company on a separate line in the text box.
  5. Select the checkboxes for the companies you want to add and click Add Reference.
    Search Customers.png

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