To get started with Deals, click on ‘Deals’ on the top navigation bar of Sales Navigator, or go to https://www.linkedin.com/sales/deals/onboarding/crm-connection.
From here, you will:
1. Connect Deals to your CRM.
- By connecting your CRM, Deals will access your teams’ Opportunities and Contacts. You will have the same level of authority to view or edit fields that you do in your CRM.
- When you edit information in Deals, it will be updated to your CRM in near real-time, allowing you to easily keep your pipeline up-to-date.
2. Select your role.
- Select 'Sales Representative'.
If you run into any technical issues:
Visit the LinkedIn Sales Help Center for technical articles that answer the most frequently asked questions.
To learn more tips and best practices:
Visit the the Customer Hub for links to live webinar sessions and on-demand learning resources that you can share with others.