Adding a prospect from LinkedIn

Open CRM > Contacts. Users who can edit contacts see a Find a prospect card at the top of the list. Paste a LinkedIn profile URL (for example https://www.linkedin.com/in/…) and click Find contact. While it looks the person up the card says "Looking up…"; when it finishes it shows the result:

• Added with a link to the new contact - a work email was found and the person is now in your CRM.
• Found … - no email available - the person was found but no email was. Click Save without email to add them anyway.
• No match found for that profile. No credit was used.
• Already in your contacts with a link - nothing new was looked up and no credit was used.
• If the email found and the LinkedIn profile belong to two different contacts you already have, nothing is changed and the card says so, so you can decide which record is right. Pasting the same profile again costs another credit and returns the same answer.
• Enrichment is temporarily unavailable. No credit was used. - try again later.

Enrichment credits

Each successful match uses one enrichment credit. Credits belong to the whole organisation and are managed by an admin under Platform > Integrations > Enrichment credits, which shows the balance in credits (with its approximate dollar value) and roughly how much has been spent this month. The Buy credits card has a Buy 1,000 credits button that shows its price and opens Stripe.

Auto-recharge and the monthly cap

After a first purchase, an admin can tick Automatically buy more credits and set when to top up (Recharge when the balance falls below), how many credits each top-up buys (at least $30 worth), and a monthly ceiling (Never spend more than this many cents per month - entered in cents, so 30000 is $300). The page shows whether auto-recharge is on, in progress, stopped because the monthly cap was reached, or failed, with the reason.

When a search is refused

Instead of searching, Find a prospect tells you why it cannot: enrichment is not set up yet (no credits have ever been bought), you are out of credits, the monthly spending cap has been reached, or the saved payment method needs attention; or enrichment is temporarily unavailable (no credit is used, so just try again later). Ask an admin to sort it out on the Enrichment credits page.