Before using the LinkedIn Panel you need to setup the Google API. Click here for instructions.

Since is it not possible to search LinkedIn directly for People, the system uses Google. Although this means that the search may suffer from unreliable results, one real benefit is that Google returns each Person's Full Name where as LinkedIn search only returns the First Name unless you have a higher level subscription.

Creating the LinkedIn panel and adding it to the View

To create the Panel you will need to go to the Menu option, Setup > Panels > Panels

Click the button New Panel

Select the Panel Type: LinkedIn Panel

Enter a Name and Title. The Name is referring to the name of the Panel on the back end and the Title is what is shown in Account View. It is possible to have these as the same.

Note, you can leave the Title field empty if you do not want a Header Bar on the Panel

To know more about controls you can click here.

You will need to click save to create the panel and add it to the list.

Once the Panel is created you will need to add it to the Panel view, to do this you will need to click into an Account that is using the View you would like to edit. When in the Account you will need to select Edit this View (

) which is down in the bottom left corner of the screen and then select the Insert Panel (

) option that is located on the top bar. In the popup that appears you will need to select the new panel you have just created and it will be added to the view.

In the Panel

There are 3 possible search fields: Role, Company Name, and Location.

The Company Name is populated automatically but can be changed.

Often the best way is to do the search is with no Role or Location, and then enter them to refine the selection.

Search results

Creating Contact Names

Having found the Names you want, tick the Names and click the button Save Contacts.

The Contact Names will then be added to the Account, complete with their picture and links to LinkedIn.