Setting Up Connections

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Important: This article is no longer being maintained or updated. For the latest information about this product or feature, see the following article.

Set Up Connections

 

Use Connections to identify ways to connect to target companies and people through the following connection categories:

Work History: Enter the companies that you've worked for to identify connections and find referrals to your prospects through your previous employers and co-workers.

Education: Enter the names of all the colleges and universities you have attended to find referrals through your fellow alumni.

Reference Accounts: Enter the names of companies you have done business with to identify employees at those companies who connect you to your target.

Personal Connections: Import your contacts from LinkedIn, Gmail and Outlook to identify connections and find referrals to a company or specific person through the people you know.

Connections and Privacy

Sales Intelligence for Sales was designed with privacy concerns in mind. Gmail, LinkedIn, and Outlook are used as ‘sources’ to build your Connections. This means Sales Intelligence does not harvest any data from these websites to enrich the lead or add your private contacts to the database. Instead, when you add your contacts from LinkedIn, Gmail, or Outlook to build Connections, Sales Intelligence for Sales searches for their records in its database.

If any of the contacts you add do not exist in the Sales Intelligence for Sales database, they become your private connections. Your private connections are not added to the database and cannot be accessed by anyone outside your organization at any time. Your team members can view the names and titles of your private connections on the People tab of the companies that they work for, but cannot access the contact details.

Important:

  • The names of your Private Connections will be displayed with a  gray background and not linked to any person detail page.
  • Contact details of Private Connections are only visible to you.
  • Only you can add the person to the database.

Note: Once you add a Private Connection to the database, that contact will be available to all Sales Intelligence users. It will also link to a person’s detail page.

  • You and your team can view private connections in the people tab of their company they get matched to.

What do you want to do?

Add your LinkedIn Connections

Add your Outlook contacts

Add your Gmail contacts

Add your current and previous employers

Add your colleges or universities

Add your personal reference customers

Add your LinkedIn Connections

Step Description Details
1 Go to the People you Know tab Go to the Manage Connections page:

From the Manage Connections tab, click the People you know icon or click the People you know link under Manage Connections.

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2 Select which connection types you want to upload

Here you will have the option to add people you know via LinkedIn, Gmail, or Outlook.

Note: Adding your contacts to the Connections feature will not add them to the database. The only people that will be able to see your private connections are you and your colleagues. If your colleagues want to reach out to one of your private connections, they will need to ask you for a referral; we will not show your private connections’ contact information to others.
3

Export LinkedIn Connections

 On the People you know tab, in the LinkedIn box, click Add Connections.

Follow the instructions in the Add LinkedIn Connections window to get an archive of your LinkedIn Connections:

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To generate a LinkedIn Connections file, follow these instructions:

  • Go to the How LinkedIn uses your data section under Privacy tab in your LinkedIn Account Settings & Privacy window.
  • In Download your data section, select the Connections check-box and click Request archive.
  • Complete the security verification, if prompted
  • Click "download it with this link" in the new email received on primary email address linked with your LinkedIn Profile.
  • Click "Download" on the newly opened LinkedIn page.
  • Unzip the recently downloaded file from LinkedIn to access Connections.csv.

Note: You must extract only the Connections.csv file from the Basic_LinkedInDataExport_Date.zip that you have downloaded from the LinkedIn Basic Account Settings page.
3 Import Connections
  • On the People you know tab, under LinkedIn, click Add Connections.
  • Click Browse and select the Connections.csv file that has your LinkedIn connections as illustrated:

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  • Click Upload.

Note: When you import your contacts into Sales Intelligence, all of them may not be imported. To understand how this works, read the article, 'Why Don't I See All of my LinkedIn, Gmail, and Outlook Connections in Sales Intelligence' on our Knowledge Base. Also, a change to a contact's information in LinkedIn does not automatically update in Sales Intelligence. To update your LinkedIn connection, perform a LinkedIn import on your Connections Setting page.

Add your Outlook contacts

Step Description Details
1 Go to Microsoft Outlook The following steps enable you to create an outlook.csv file that is needed to import into Sales Intelligence.
  • On your Microsoft Outlook client, click Contacts.
  • Click File and select Export.
  • On the What do you want to export? dialog box, select Contacts to a list (tab-delimited text) and click OK.
  • On the Save dialog box, enter the name for your file followed by .txt extension in the Save As field.
  • Select the folder where you want to save your file under Where.
  • Click Save.
  • Once the export is complete, click Done.
  • Check the respective folder for the downloaded contacts file.
2

Import Contacts in Sales Intelligence

 To import your Outlook contacts to Sales Intelligence, navigate to the Manage Connection page, and click the People you know tab
  • On the People you know tab, under Outlook, click Add Contacts.
  • Click Browse and select the Microsoft Excel file that has your contacts.
  • Click Upload. To remove any person from the list, click the close icon x next to the person's name.
  • Click Save.

Note: When you import your contacts into Sales Intelligence, all of them may not be imported. To understand how this works, read the article, 'Why Don't I See All of my LinkedIn, Gmail, and Outlook Connections in Sales Intelligence' on our Knowledge Base.

Add your Gmail contacts

Step Description Details
1 Go to the People you Know tab

On the Manage Connections page, do any one of the following:

From the Manage Connections tab, click the People you know icon or click the People you know link under Manage Connections.

 

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2

Add Contacts 

 On the People you know tab, under Gmail, click Add Contacts.

On the Gmail login page, enter your username and password. Click Allow. 

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When the import is completed, you can see the names of all the Gmail contacts who are added to your connections. Click Close.
3 Remove a Connection To remove a connection, click the x icon next to the name of the person.

Note: When you import your contacts into Sales Intelligence, all of them do may not be imported. To understand how this works, read the article, 'Why Don't I See All of my LinkedIn, Gmail, and Outlook Connections in Sales Intelligence'

 

Add your current and previous employers

Step Description Details
1 Navigate to the Manage Connections page

Open Sales Intelligence CRM View and then click Manage Connections.

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Or

In the Sales Intelligence Web View, click the Manage Connections link.

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2 Go to the Work History tab On the Manage Connections page, click the Work History link.

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3 Enter Work Information On the Work History tab, enter information in the following boxes:
  • Company - Select the company name from the list of type ahead suggestions.
  • Job Title
  • Duration

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4 Add Click Add.

Add your colleges or universities

Step Description Details
1 Go to the Education tab

On the Manage Connections page, click the Education link.
2

Enter Education Information

 On the Education tab, enter information in the following boxes:
  • School Name - Select the name of your college or university from the list of type-ahead suggestions.
  • Degree
  • Duration

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3 Add Click Add.

Add your personal reference customers

Step Description Details
1 Go to the Reference Customers tab On the Manage Connections page, click the Reference Customers.
2

Enter Companies

On the Personal Reference Customers tab,  enter companies in the search box.

Note: You can enter the names of all the companies on the same line separated by commas, or enter the name of each company on a separate line.

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3 Add Reference Customers Click Search.

From the search results, select the check boxes for the companies that you want to add, and then click Add Reference.