- How do I integrate LinkedIn with Oracle Sales?
- How do I work with LinkedIn interactions?
How do I work with LinkedIn interactions?
Here's how you track and record your LinkedIn interactions:
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Go to Navigator > Redwood Sales > <item>.
Here item can be Accounts, Contacts, Opportunities, or Leads.
- Click the required item from the list of records.
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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.
- 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.
- Optionally, Click Web Activities and Messages to view the history of interactions with the LinkedIn profile associated with the selected item.