LiGo's Chrome extension makes it easy to save promising connections directly from LinkedIn into your LiGo CRM system. This guide explains how to capture and manage leads seamlessly while browsing LinkedIn.
What You'll Learn
- How to save LinkedIn profiles to your LiGo CRM
- Adding prospect details and categorizing leads
- Accessing and managing your leads in the LiGo web app
- Adding prospects manually to your CRM
- Organizing your prospect pipeline effectively
Saving LinkedIn Profiles to LiGo CRM
When browsing LinkedIn with the LiGo Chrome extension installed, you'll see a "Save" button on profile pages:
One-Click Saving
- Navigate to any LinkedIn profile you want to save as a lead
- Look for the blue "Save" button with the LiGo logo (located near other profile action buttons)
- Click the "Save" button
A modal window will appear, allowing you to add additional information about the prospect.
Pro Tip: The "Save" button only appears when you have the LiGo Chrome extension installed and are logged in to your LiGo account.
Adding Prospect Details
When the "Add to LiGo" modal appears, you can enter additional information:
Required Information
The modal will pre-populate with information from the LinkedIn profile, including:
- Name
- Headline/Title
- Location
Additional Fields to Complete
-
Stage: Select the appropriate stage from the dropdown
- Prospect (first touch)
- Lead (showed interest)
- Opportunity (active discussion)
- Customer (converted)
-
Notes: Add any relevant details about the prospect
- Conversation notes
- Key interests
- Potential needs
- Follow-up reminders
-
Tags: Enter relevant tags separated by commas
- Industry tags
- Interest categories
- Source information
- Priority levels
Pro Tip: Using consistent tags across your prospects makes filtering and segmenting your leads much easier later.
Finalizing the Save
Once you've added all relevant information:
- Review the details for accuracy
- Click "Save to LiGo" button at the bottom of the modal
The profile will be saved to your LiGo CRM, and you'll receive a confirmation notification.
Accessing Your Leads in LiGo
To view and manage your saved leads:
- Log in to your LiGo web application
- From the left sidebar navigation, click on "My Leads" under the ANALYTICS & CRM section
- The Prospect Manager dashboard will display all your saved leads
Note: You can access your leads at any time, even when you're not on LinkedIn, by logging into your LiGo account.
The Prospect Manager Dashboard
The Prospect Manager provides a comprehensive view of your leads:
Dashboard Features
- Prospect List: All your saved leads displayed in a table format
- Stage Column: Shows the current stage of each prospect
- Location Information: Geographic details for territory management
- LinkedIn Profile Link: Quick access to the prospect's LinkedIn profile
- Notes Section: Display of any notes you've added
- Labels Column: Showing tags and categories
- Custom Fields: Any additional custom information you've defined
Managing Prospects
From the Prospect Manager, you can:
- Sort prospects by different columns
- Filter by labels using the "Filter by Labels" button
- Customize visible columns with the "Customize Columns" button
- View detailed information by clicking on any prospect
Adding Prospects Manually
You can also add prospects directly from the LiGo web app:
- In the Prospect Manager, click the "Add Prospect" button in the top right
- In the "Add New Prospect" modal, enter prospect information:
- Name (required)
- Stage
- Location
- LinkedIn URL
- Notes
- Labels
- Custom Fields
- Click "Add Prospect" to save
This is useful for adding leads from sources other than LinkedIn or for creating placeholder profiles.
Organizing Your Prospect Pipeline
Effective pipeline management helps you prioritize outreach efforts:
Using Stages Effectively
- Prospect: Initial identification, not yet engaged
- Lead: Has shown some interest or engagement
- Opportunity: Active discussions about potential business
- Customer: Has converted to a paying customer
Move prospects through these stages as your relationship develops.
Adding and Using Labels
Labels help organize prospects into meaningful groups:
- Click in the "Add a label" field when adding or editing prospects
- Enter descriptive labels that help with segmentation
- Use these labels to filter your prospect list
Pro Tip: Create a consistent labeling system. For example, use industry:finance, priority:high, source:linkedin formats to create easily filterable categories.
Using Notes Strategically
The Notes field is valuable for tracking interactions:
- Record key points from conversations
- Note specific pain points or needs
- Add follow-up reminders
- Document potential opportunities
Best Practice: Date your notes (e.g., "[2025-03-18] Initial conversation about content needs") to create a chronological interaction history.
CRM Best Practices
To get the most from LiGo's CRM capabilities:
Regular Prospecting Schedule
- Set aside dedicated time for identifying and saving new prospects
- Review your LinkedIn notifications daily for potential leads
- Save profiles immediately after meaningful interactions
Consistent Follow-Up Process
- Use the CRM to track when you last engaged with prospects
- Create a regular cadence for checking in with leads
- Update stages and notes after each interaction
Pipeline Review
- Weekly: Review new prospects and active opportunities
- Monthly: Analyze conversion rates and pipeline health
- Quarterly: Clean up stale prospects and update strategies
Common Questions
How many prospects can I save to the CRM?
Standard plan users can save up to 100 prospects, while Premium users have unlimited prospect storage.
Can I export my prospect list?
Currently, you can view your prospects in the LiGo web app. Export functionality is planned for a future update.
Will the prospect know when I save their profile?
No, saving a profile to your LiGo CRM is private and not visible to the LinkedIn user.
Can I share my prospect list with team members?
Currently, prospect lists are user-specific. Team collaboration features are planned for future updates.
What happens if I delete a prospect?
Deleted prospects are permanently removed from your CRM. Consider changing their stage or adding a "dormant" label instead if you might want to revisit them later.