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New Idea

LinkedIn integration to "get" contacts

Status: New
by Employee on ‎06-18-2013 08:53 AM

From a recent customer meeting, they shared the following idea.

 

From Saleslogix:

- allow me to store LinkedIn credentials into Saleslogix

- allow me to search my Linkedin contacts and auto "pull" in contacts from LinkedIn into Saleslogix

 

Two modes of operation:

- do a "single" import; search for my linkedin contact (e.g. using name etc.), search, show list of results (flag ones already in SLX), one click to add SLX

- do a "multiple" import; search for linkedin contacts (e.g. using demographics like job title), search, show list of results (flag ones already in SLX), one click to add whole list to SLX (that are not already in) or allow me to tick individual rows and import

 

Contact tab:

- have a Linkedin tab that shows current info "live" from Linked in profile

 

Search & link:

- press button to perform Linkedin search & suggest match (may take a while warning).. store possible matches against contact

- from a single contact detail view show suggested Linkedin matches (or allow a click to check for THIS contact for live matches); allow me to select "Match" and store the link so Linkedin tab populates with "live" data

 

 

Labels:
  • Productivity
0 Kudos

Split view - choose columns in web

Status: New
by Employee on ‎06-18-2013 08:56 AM

from a recent customer meeting, they had this idea...

 

Web client / detail view / split view (panel on the right) - the data element.

 

request: be able to choose what columns show in split view group data grid.

 

Labels:
  • Productivity

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