To help users feel more prepared for their calls, Orum embeds the prospect's LinkedIn profile in the connect screen. This guide will walk you through enabling this feature by using the Chrome extension.
Supported Browsers
- The extension works for both Chrome and Microsoft Edge browsers.
How to Enable the Chrome Extension
- Log into LinkedIn: Ensure you are logged into your LinkedIn account.
- Download the Chrome Extension:
- Navigate to your personal settings in Orum.
- Click on "System" and then select "Add Chrome Extension."
- Once the extension is added, the prospect's LinkedIn profile will automatically display on the connect screen, provided their LinkedIn URL is populated.
- View LinkedIn Profile on Connect Screen:
- When properly enabled, you will see the prospect's LinkedIn profile next to the call notes in the connect screen.
Troubleshooting
If the feature isn’t working, you will see an alert with steps to rectify the issue. Common scenarios include:
- User isn’t logged into LinkedIn.
- The LinkedIn profile is private or the URL is incorrect.
- Errors displaying the profile.
Reminder: You can turn this feature off if there are any problems by removing the Chrome extension.
By following these steps, you can enhance your call preparation with easy access to prospect information.
Happy dialing!