Update & Sync
Missing connections and why the numbers on LinkedIn and Leaddelta don't match
The number of your connections inside Leaddelta and LinkedIn almost never match. First make sure that you have the latest state synced, between LinkedIn and LeadDelta. Just click the "Sync" button and wait for 5-15 seconds depending on the number of connections that you have, and you'll get the real state: LeadDelta only picks up the valid contacts from the LinkedIn API. Other coPopularHow does updating work? Why are connections taking time to update?
LeadDelta is updating a certain number of connections per day automatically. You can manage the number of the connections we're updating daily according to your current LinkedIn usage. When you first sign up, your account is a subject of a default updating limit. The default limit is set to 25 connections per day. This can be adjusted later in the account Settings.PopularHow to Sync with LinkedIn
As soon as you get onboarded to LeadDelta, we will get the latest set of your connections. The system will run the Auto Sync every 12 hours to get the latest connections into the system upon refreshing the page. This process will run seamlessly in the background ensuring more efficient workflow. However, in case you are getting new connections all the time, you could be syncing those manually bySome readersHow to Manually Update Connection's Profile
LeadDelta is updating a certain number of connections per day automatically. In case you really need someone's contact info immediately, you can manually update your connection with the additional information that is not provided at start. By hovering over the Connection whose profile you want to update, you will get the Update button on the right. Update Profile It will obtain the following info*:Some readersSidebar 2.0
How to add 2nd and 3rd degree connections to LeadDeltaFew readers.CSV Import
LeadDelta's New CSV Import FeatureFew readers
Actions for a Connection
How to Disconnect from a Connection on LinkedIn/Remove from LeadDelta
In case you no longer want to be a connection with someone, you just need to find that specific connection and then click on the (⋯) - More Menu - on the right-hand side of the connection row and select Disconnect/Remove option. A popup will appear where you will need to confirm the action and choose the right option for you, so you cPopularHow to Message a Connection
You will be able to message your connections by finding that specific connection and then clicking on the (⋯) - More Menu - on the right-hand side of the connection row and selecting Message option. You can also send messages to multiple users at the same time by ticking the on the left-hand side for theSome readersHow to Tag a Connection
In case you want to tag a connection you just need to find that specific connection and then click on the (⋯) - More Menu - on the right-hand side of the connection row and select Apply Tag option. You can also perform the bulk Apply tag by ticking the on the left-hand side for the connections you wish to apply the tag to and clicSome readersHow to Visit a Profile
If you wish to visit someone's profile, you just need to find that specific connection and then click on the (⋯) - More Menu - on the right-hand side of the connection row and select Visit Profile option. Upon clicking on Visit Profile option, a new tab will open up with that connection's LinkedIn profile page. Thanks, Your LeadDelta team P.S. Growing a businesFew readersHow to Manage a Note for Connection
You will be able to add a note for your connection by finding that specific connection and then clicking on the (⋯) - More Menu - on the right-hand side of the connection row and selecting Note option. Once you click on the Note option, a popup will appear presenting the Note box where you will be able to enter the note you wish. The mFew readersHow to Remove Tag From the Connection
In case you want to remove a tag from a connection you just need to find that specific connection and then click on the (⋯) - More Menu - on the right-hand side of the connection row and select Remove Tag(s) option. Once you click on the Remove Tag(s) option/button, a popup will appear presenting the field where you can search for the tag you wish to remove (for a SiFew readersHow Can I Follow/Unfollow a Connection
Get on top of your busy LinkedIn feed by directly controlling who you follow. There are two ways to perform this action: Find the connection you wish to follow or unfollow and either: Click on the (⋯) - More Menu - on the right-hand side of the connection row and select option (https://storage.crisp.chat/users/helpdesk/wFew readersHow to Search for a Connection
If you want to find the specific connection by their name, you should just head over to Search by name input field and enter any part of that connection's first or last name. This field sits above the Connections table on the right side. The table will be updated automatically as you type the search term. You will be able to easily clear the search term by clickFew readers
Connections Table Actions
How to Use Filters in LeadDelta
In order to find the specific connection(s) easily, you will be able to use LeadDelta Filters. LeadDelta Filters You need to click on the Filter button and the Filter section will get expanded where you can choose to filter by: Date Connected Date ConnectedSome readersHow to Hide/Unhide Connections
If you wish to have your connections list "clean", you can easily hide the connections that are not of your interest to be presented when viewing All your Connections. There are two ways to perform this. Find the contact you wish to hide and either: Click on the (⋯) - More Menu - on the right-hand side of the connection row and select option (https://storage.crisp.chat/users/helpdeSome readersHow to Export Connections
How to Export Connections Exporting Connections and all the relevant information that is synced from LinkedIn is really easy on LeadDelta. You just need to filter the connections based on the specific criteria and click Export button that appears above the Connections table. Export Connections Once you click the Export button, the popup will appear where you wiSome readersHow to Sort Connections and Use the Table Pagination
Sorting Connections is really straight-forward on LeadDelta. Initially, all the connections are sorted by the date they have been added as your connection. You can change the main sorting to: Main Sorting Additionally, the sorting can be done based on: Connection's Name Connection's Company Connection's Location Date connected Connection'Few readersHow to Customize Columns for the Connections section
In case you do not want to see all the columns in the Connections section, you can easily customize them, by clicking on the layout icon and choosing the ones that you wish to view: Customize Columns You just need to tick the checkbox next to the columns youFew readersHow to Select All Connections
In order to select all the Connections presented in the Connection section, you need to tick the master checkbox and you will be presented with the following options: Select number of Connections set for Pagination Select all Connections Deselect all In case you choose Select all Connections option, you will be able to perform the following actions for all the Connections presented in the ConnectiFew readersHow to Unselect the selected Connections
In case you want to easily unselect all the selected Connections, you just need to do the following: Once you select at least on Connection, you will be presented with the number of selected Connections right above the Connections table in the left corner Just next to this number, you will also have the option to Clear the Selection by clicking on the Clear link Upon clicking on the Clear link, aFew readersHow to View Activity Logs
Wanna know the actions that you have performed on LeadDelta? You are in the right place... Just head over to the Data Management tab in the main bar: Activity Logs Once you click on it, you will be presented with the list of the Activity Logs, sorted by the date/time in DESC order. (https://storage.crisp.chat/users/helpdesk/website/45a17dcc61c91800/image1Few readersLeadDelta Sidebars
Sometimes, when you start working on your connections, you need an easy way to navigate through them. To make the managing process more accessible, we introduced . For now, there are three of them, one on the main dashboard and another in the Inbox. The new update enables the third sidebar while browsing your LinkedIn connections page. Dashboard Sidebar While working on your connections in the main connections tab, it can be overwhelming to look aFew readers