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Tin Yam Lee - Espiritu

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Articles

Recent activity by Tin Yam Lee - Espiritu

  • Modify records before sending to your CRM.

    Overview Learn where and how to edit the record before sending it to your CRM.    The pencil icon. After running your flow stream and results are shown on the Flow window, look for a pencil icon as...

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  • Creating a Rep Nomination Campaign in Datahub

      Rep Nomination from Flow allows Flow users to send records from Salesforce, LinkedIn or Outreach, directly to DataHub, for further enrichment. For more information on Flow click here NOTE: Rep No...

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  • Adding Data To The Campaign Using Flow

    Adding Data To The Campaign Using Flow If you have not yet installed Flow click here to download and install the extension from the Chrome Web Store. Click here for information on setting it up.   ...

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  • Mapping your CRM fields to Flow

        Overview Once you have your CRM connected, Flow will allow you to easily configure and map your CRM fields making sure that your data is exported to the correct fields.    NOTE: This feature is...

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  • Connect Flow to Salesforce

      Overview Connecting Flow to Salesforce would allow the user to do the following. This will all be available soon! Bulk update contacts. Avoid unnecessary pop-up modals. Standard fields are ...

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  • Search for contacts

      Overview Sales Navigator integration is one of the available integration that Flow offers.  Search contacts in a company within minutes!     How to Sales Navigator to search for contacts w...

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  • Get All Contact Information from Sales Navigator Lead Search

      Overview Easily obtain all contact information of all contacts from your Sales Navigator search.    1. Start by making sure that the Linkedin Sales Navigator Integration toggle is turned on in th...

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  • Message contacts from Sales Navigator searches

    Overview Learn how to send Linkedin Messages to contact searches.   1. Ensure that the Sales Navigator toggle is turned on in the Flow browser extension.    2. Use the Sales Navigator search bar t...

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  • Get Contact Information

      Overview Learn how to get contact information via the 'Get more information Stream'.     1. Start by making sure that the Linkedin Sales Navigator Integration toggle is turned on in the browser e...

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  • Managing Stream

        Overview Find where to manage your stream so that you can keep your streams organized.   How To Manage your Stream 1. Click on the flow bubble and on the bottom right-hand side of the window. ...

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