How do I connect or send LinkedIn messages to profiles?

Here's how you connect or send LinkedIn messages to the contacts associated with your account or opportunity:

  1. Go to Navigator > Redwood Sales > <item>.
    Here item can be Accounts, or Opportunities.
  2. Click the required item from the list of records.
  3. Search for Show Contacts using the search bar.
    The list of contacts associated with the selected item are displayed.
    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. Select Send LinkedIn Message option from the Actions column of any contact.
    Note: You can also use the Connect on LinkedIn option to connect with a LinkedIn contact.

Here's how you connect or send LinkedIn messages to contacts or leads:

  1. Go to Navigator > Redwood Sales > <item>.
    Here item can be Contacts, or Leads.
  2. Select Send LinkedIn Message option from the Actions column of any contact.
    Note: You can also use the Connect on LinkedIn option to connect with a LinkedIn contact.