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How to Open Associated Website or LinkedIn Page of Contacts, Leads, or Accounts

For users of the Email Sidebar on:

 

1 min read

 

With RG Email Sidebar Outlook Add-In / Chrome Extension, you can quickly open an associated (Account’s) webpage or LinkedIn profile of your Contacts, Leads, and Accounts in two mouse clicks.

Note

To perform this search in LinkedIn, you must be logged in to your LinkedIn account

To search for a Contact’s, Lead’s or Account’s LinkedIn page or open associated webpage, hover the mouse over the record’s header in RG Email Sidebar and click the icon that appears next to the record’s name. Then you can select among the following options:

  • Salesforce: open the record in Salesforce
  • Account Website: open web address specified in the linked Account (or corporate email domain)
  • LinkedIn: search the Lead/Contact in LinkedIn

 

   

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