- To use the extension in Salesforce, ensure Salesforce has been connected to the LeadGenius Dashboard.
1. Start by making sure that the Salesforce Integration toggle is turned on in your LeadGenius Dashboard by going to Settings > Extension > Organize Stream.
2. Navigate to an Account Page in LinkedIn and click on the Extension bubble at the bottom right of the page.
3. Click on Find Competitors, the extension panel will appear on the right-hand side of the page and will give you the search results.
4. Clicking on the Launch next stream button will give you the option to run additional streams.
- Update the Account in your CRM
- Or extend the search further through LinkedIn.