Recruiterflow allows you to streamline your workflow by sourcing companies and adding deals directly from LinkedIn using the Recruiterflow Chrome Extension. This makes it easier to import key data into your Recruiterflow account, saving you time and reducing manual data entry.
Here’s a step-by-step guide to help you use this feature effectively:
Steps to Add a Company
Head to the LinkedIn profile of the company you want to add to your Recruiterflow account. Now, open the Recruiterflow extension. The extension will automatically detect that you are on a company’s LinkedIn profile.
Click on the Import button as seen in the image below.
The company details including the name, industry, location, and size will now be populated in the extension.
You can also add any associated contacts, custom fields, tags, notes, or tasks right on the extension.
Finally, review the data and click on 'Add company' button at the bottom of the extension to create a new company page in Recruiterflow.
Steps to Add a Deal
Open the LinkedIn page of the company or contact you want to create a deal for. and launch the Recruiterflow Chrome Extension.
If you have added the company already, you can just locate the Create Deal Option and click on it.
If you have not added the company, you can do that first and then add the deal.
Fill in the required deal information, such as:
Deal Name: Provide a descriptive name for the deal.
Associated Company: The extension will automatically suggest the company from the LinkedIn page. You can update this if needed.
Deal Owner: Assign the deal to a recruiter or team member in your account.
Deal Stage: Choose the appropriate stage for the deal (e.g., New, In Progress, Closed).
Finally, click Create, and the deal will be created in your Recruiterflow account with a dedicated deal page generated for future tracking.
FAQs
1. What data gets imported when I add a company?
The extension imports key details like the company name, LinkedIn URL, industry, size, and location.
2. Can I edit the data after importing?
Yes, you can customize or add additional information before saving the company or deal in Recruiterflow.
3. What happens if the company already exists in my account?
The extension will still let you update the data if the company is already in your Recruiterflow database.
4. Can I add deals without associating them with a company?
No, all deals must be linked to a company in Recruiterflow. You can use the extension to create the company first if it doesn’t exist.
5. Is this feature available on all plans?
Yes, the ability to add companies and deals from LinkedIn is available across all Recruiterflow plans.
By using the Recruiterflow Chrome Extension, you can effortlessly add companies and deals from LinkedIn, helping you maintain a well-organized database and manage your pipeline more efficiently. If you have further questions or need assistance, feel free to reach out to our support team!