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How to manage LinkedIn connections more efficiently?

How to manage LinkedIn connections more efficiently with LeadDelta

Time to read: 6 minutes

Last updated: August 27, 2025


What you’ll learn

  • How to import & keep your LinkedIn network in sync
  • How to segment with tags, saved filters, and Smart Lists
  • How to capture context with Notes & Activity
  • How to stay on top of follow-ups with Tasks & Reminders
  • How to bulk update and enrich contacts (emails & phones)
  • How to collaborate as a team without stepping on toes


Before you start

  • A LeadDelta account
  • The LeadDelta Chrome Extension installed and connected to LinkedIn
  • (Optional) A team workspace if you’re collaborating with others


1) Bring your LinkedIn network into LeadDelta

  1. Install the Chrome Extension and sign in.
  2. Click Sync to import your LinkedIn connections (runs in the background).
  3. Open Contacts in LeadDelta to see everyone in one place—searchable, filterable, and ready to organize.
Tip: Keep the extension installed so your network stays up-to-date automatically as you add new connections.


2) Organize with tags (your single source of truth)

Tags make your network searchable and actionable.

Create tags

  • Go to Contacts → Tag (single contact) or Select multiple → Tag (bulk).
  • Use clear, layered naming:
    • Stage: Lead • Warm • Active • Customer • Alumni
    • Persona: VP Sales • RevOps • Founder • Recruiter
    • Account: Acme • Contoso • Target
    • Region: US • DACH • UK • APAC

Best practices

  • Keep it sparse: 3–5 tags per contact is usually enough.
  • Name for search: pick names you’ll actually type later.
  • Team visibility: choose private vs shared tags intentionally.


3) Save time with filters & Smart Lists

Turn repeated searches into one-click lists.

  1. In Contacts, combine filters (e.g., Company contains “Acme” + Title includes “VP” + Last contacted > 90 days).
  2. Click Save as Smart List (auto-updates as data changes).
  3. Use Smart Lists for routine workflows:
    • Pipeline stages: Prospecting, Engaged, Opportunity, Customer.
    • Event follow-ups: “Met at SaaStr 2025.”
    • Account lists: “Buyers at Top 50 Target Accounts.”


4) Capture context with Notes & Activity

Never lose the “why” behind a relationship.

  • Open a contact → Add Note for meeting takeaways, promises, or intel.
  • Log Activity (calls, emails, LinkedIn touchpoints).
  • @-mention teammates to share context right where it’s needed.
Template: “Met at {event}. Interested in {problem}. Asked to reconnect in {month}. Mention {mutual contact}.”


5) Never miss a follow-up with Tasks & Reminders

  1. From any contact or list, click Create Task (call, email, DM, review profile, etc.).
  2. Set a due date and (optional) recurrence.
  3. See everything in Tasks or inline on the contact.
  4. Triage daily: Today, This Week, Overdue.

Follow-up cadences that work

  • New intro: 3-3-5 (Day 0, Day 3, Day 6).
  • Dormant contact: Quarterly nudge with value (resource, intro, update).
  • Opportunity: Weekly until next step is secured.


6) Bulk actions for serious speed

  • Bulk tag/untag: Select rows → Tag to add/remove at scale.
  • Bulk assign tasks: Turn a Smart List into a follow-up queue.
  • Bulk enrich: See below—verify emails/phones for outreach readiness.


7) Enrich contacts (emails & phone numbers)

When you need to move beyond LinkedIn DMs:

  1. Open a contact or select a list → Enrich.
  2. LeadDelta looks up verified business/personal emails and phone numbers.
  3. Use enriched data to power your outreach tools (HubSpot, Mailchimp, etc.).

Good etiquette

  • Respect opt-out and region-specific compliance (e.g., CAN-SPAM/GDPR).
  • Lead with relevance: mention mutual context or LinkedIn thread.


Collaborate without chaos (Teams)

  • Shared tags & notes: Align on segmentation and context.
  • Ownership: Decide who “owns” which accounts/contacts.
  • Playbooks: Standardize tags, cadences, and Smart Lists for repeatable results.
Quick win: Create a workspace “Tag Guide” note with examples and do’s/don’ts.


9) Three quick recipes (copy-paste workflows)

A) Re-activate dormant champions

  • Filter: Last contacted > 120 days AND Tag: Customer/Champion
  • Action: Bulk task “Share product update / ask for feedback” → Due this week
  • Goal: 10 replies → 3 intros

B) Map buyers in target accounts

  • Filter: Company contains {Account} AND Title includes VP/Head/Director
  • Save as Smart List: “{Account} Buying Committee”
  • Add tags: Account:{Account} + Persona:{Title} → create next steps

C) Event follow-ups at scale

  • Tag attendees Event:SaaStr25
  • Smart List: Tag contains Event:SaaStr25 AND Last contacted > 7 days
  • Bulk tasks: “Send recap + 1 useful resource” → cadence over 2 weeks


FAQs

Will LeadDelta auto-update new LinkedIn connections?

Yes—keep the Chrome Extension installed to sync changes automatically.

Can I keep some tags private?

Yes—choose Private when creating/editing a tag.

How do Smart Lists differ from saved filters?

Smart Lists are live—they auto-refresh as contacts change. Saved filters are static presets.

Do enrichments cost credits?

Yes—enrichment uses credits. You’ll see the cost before confirming.


Troubleshooting

I don’t see all my connections.

  • Make sure the Chrome Extension is installed and you’re logged in.
  • Click Sync again; keep the LinkedIn tab open until the sync finishes.

My tags look messy or duplicated.

  • Audit tag names (plural/singular, casing).
  • Merge or retire near-duplicates; update your “Tag Guide.”

Enrichment returned no email.

  • Try again later or on a different contact; not all sources return data.
  • Verify names, company domain, and current role.



Keep momentum

Set aside 15 minutes daily to:

  1. work one Smart List,
  2. add notes for any touchpoint,
  3. schedule tomorrow’s follow-ups.
  4. Remember: Small, consistent actions compound.



Updated on: 27/08/2025

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