A CRM with less manual data entry

Open the contact's profile, launch the extension and choose to save a contact. Check name, role and company in the preview. Associate the contact with the correct company, using an existing record when available. You can also retain data from a LinkedIn company page. Confirm to save the individual record.

The practical benefit is less copying while retaining your review. If the source has no email or phone, saving does not automatically enrich those fields. Your first commercial activity may be completing the relationship and recording why the contact matters.

Provide conversation notes and request a proposal containing company, contact, description, stage and next step. If value or deadline are unknown, ask to leave them missing. Before creating an opportunity, check whether a deal for the same request already exists.

The AI draft must become an explicit change: review relationships and confirm the proposed fields. To update an existing opportunity, identify the exact record. 'Update the client' is ambiguous when the database holds a company, a person and several opportunities for the same organization.

Saving uses information available in the profile you are viewing. Email and phone numbers are not invented or discovered behind hidden fields. When absent, those fields remain empty; you can complete them later from a valid source.

Check information that changes, including current employer, role, location and availability. Capturing a profile does not establish that someone is seeking work or wants an offer. For subsequent work, preserve the relationship context and distinguish observed information from your own assessment.