Matching Sales Intelligence Tiles with Prospects & Accounts

Purpose: 

The purpose of this article is to provide direction to Outreach Users regarding matching sales intelligence tiles with records. 

LinkedIn uses the prospect and company name in combination to match a prospect to the appropriate individual or company in LinkedIn.

If the prospect and/or account that appears in the tile aren't correct, you can remove and rematch the account or prospect. Once you match the individual/account to the corresponding LinkedIn profile, Outreach will remember the correct match the next time you open the prospect or account.

Intended Audience: 

• Outreach Users

Updating the LinkedIn Sales Navigator Tile from Outreach

1. Find the prospect or account with a mismatched tile.
2. Click Not the right person.
3. Click the back button and enter additional information to help LinkedIn find the right information. If the account includes Inc. or Co. at the end of the company name, try removing the suffix.
4. Once you've found the correct account or prospect, click on "match".
5. Outreach and LinkedIn Sales Navigator will remember this match the next time you navigate to the account and/or prospect. 

Note: The LinkedIn URL on the account and prospect page is not used to match the LinkedIn Sales Navigator Tile. If this link is missing, expand the browser window or clone the layout and enlarge the Linkedin Tile.