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  • The CRM (Find)
    • Saving leads from LinkedIn
    • The Kanban pipeline: stages and drag-drop
    • AI lead enrichment: fit scores and insights
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  2. The CRM (Find)

The CRM (Find)

Save leads from LinkedIn, work the pipeline, read AI enrichment.

  • Saving leads from LinkedIn
    Install the Find extension, open a LinkedIn profile, click + CRM. The lead lands in your dashboard.
  • The Kanban pipeline: stages and drag-drop
    How stages work, what each default stage means, and how to archive leads without losing them.
  • AI lead enrichment: fit scores and insights
    Every saved lead gets a fit score, temperature, and key insights from AI. What they mean and when they refresh.
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