How do I work with LinkedIn interactions?

Here's how you track and record your LinkedIn interactions:

  1. Go to Navigator > Redwood Sales > <item>.
    Here item can be Accounts, Contacts, Opportunities, or Leads.
  2. Click the required item from the list of records.
  3. Search for Show Interactions using the search bar.
    Note: If you can't find any smart action using search, verify that you have enabled them. For more information, see the Enable Smart Actions topic.
  4. Click Edit under the Actions column to view and add notes to the summary of interaction with the LinkedIn profile associated with the selected item.
  5. Optionally, Click Web Activities and Messages to view the history of interactions with the LinkedIn profile associated with the selected item.