Prospects assigned to a ‘LinkedIn Touch’ will be displayed in the To Do » All & LinkedIn tabs for manual execution.
Below you can find how to execute the LinkedIn Touch:
- Go to the To Do » LinkedIn tab and click on the LinkedIn icon (under the Action column) to the right of the prospect for whom the touch is to be executed.
- The Complete Touch - LinkedIn window will be displayed.
- After completing the necessary action(s) within LinkedIn, return to the Cadence window and click the Complete Touch button to complete this touch.
- The metrics for the LinkedIn Touch will be updated in the View Cadence window » Overview tab of the respective Cadence.
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.