LinkedIn has made some big changes and anyone I have taught how to use it for lead generation will need to make some changes on how to stay organized in their lead gen efforts.
You may have already noticed the big warning at the top of the Relationship Tab section, LinkedIn will soon be removing your ability to save tags and notes for each of your connections.
Quite frankly this is terrible news.
If you are actively using LinkedIn for lead generation, this will severely impair your ability to do so, especially efficiently.
I have been researching potential solutions, and while none will be as efficient, effective and affordable as LinkedIn’s own Relationship Tab was, the two options I am going to share will help you to continue your lead generation efforts going forward in the future.
In today’s post, I am going to share an affordable and user friendly option, the Chrome plug-in called Dux-Soup. This will work best for those who have a limited budget or those who are just starting out. In my next article I will dive into LinkedIn’s own Sales Navigator. While more costly, this option is ideal for anyone who is doing a serious amount of lead generation on LinkedIn.
Here is a breakdown of how you can use Dux-Soup (this works whether you still have LinkedIn’s old user interface or have already been upgraded to the new one) as part of your lead generation process on LinkedIn.
Using Dux-Soup To Add Tags & Notes To LinkedIn Profiles
Dux-Soup is a plug-in for the Chrome browser. To use it, you MUST:
- Be using Chrome
- Download the Dux-Soup plug-in
- Allow Dux-Soup to access your LinkedIn account
To do this, open Chrome and then click on the link above to download the plug-in. Start by choosing the free option.
The plug-in will ask to access your LinkedIn account. You must agree if you want to use the plug-in.
Once you have added it to Chrome, you will see this icon pop up on your browsing bar.
If you click the icon, it will look something like this.
Using Dux-Soup with LinkedIn’s New User Interface
While I don’t have the new LinkedIn interface myself yet, one of my clients has shared some screenshots from his account while using Dux-Soup.
Because it is integrated with your Chrome browser, one of the immediate benefits of using Dux-Soup is that it works right within LinkedIn, so you don’t have to have multiple windows open.
You will see Dux-Soup pop up on the right side of the profile, just below the cover image.
Here you can add Tags & Notes to the profile.
To add a Tag, just type the word into the Tag field. If it is a new tag, it will be added to the list and if it is an existing tag, it will pop up as an option as you start to type where you can select the relevant tag.
NOTE: Make your tags a single word. If you add a space the second word will be a new tag. With the free account it is also important to note that you are limited to 100 tags.
To remove a tag from a profile, simply click the X located on the right side of the tag. There is currently no way to edit an existing tag or delete it from all of your profiles at once or your account in general (although it is on their list of feature requests).
You can add any notes you have about your connection in the Notes section. Just click the note field and type in your notes. When you are done click Save.
To add or modify any existing notes, click the note field and modify as appropriate and click Save again.
Dux Soup also provides a section below with vital info from their profile at a quick glance such as their:
- LinkedIn profile link
- websites links
- phone number
- Twitter handle
To open this area, click on the See more arrow.
Searching for Tagged LinkedIn Profiles
To search for all of your connections with a tag, click the Dux-Soup icon located in the browser search bar and click the SEARCH BY TAG button.
This will take you to their search page. Start to type your tag in and click the correct tag when it pops up.
This will pull up the profiles of the people you have tagged.
NOTE: With the free account, you will only be able to see 5 of the people with that tag. You need to upgrade to the paid version ($14.00/month) in order to access all of the results of your tagged searches.
Keep in mind that Dux-Soup also allows you to tag and makes notes on the profiles of people you have not yet connected with (your 2nd and 3rd degree connections). This is extremely beneficial for your lead generation efforts.
Using Dux-Soup with LinkedIn’s Old User Interface
If you have not yet been moved over to the new interface, I wanted to include a quick how-to, so that you can start using Dux-Soup now and get familiar with it. It is largely similar, both in location and functionality with only a few differences.
The tool is located again on the right side below the cover image.
The Tags and Notes fields work in the same way as with the new user interface. Again to access more than 5 results for each tag, you must upgrade to the paid version.
The big difference is that on the new LinkedIn user interface there is the Contact & Personal Info section and on the old interface they have a Search connections field.
This field is extremely handy.
It is unfortunate that it is not available for the new interface as you can search someone’s connections by keyword, for example, you can search for “vp” to get a list of all the vice presidents they are connected to.
This will open the results up right in LinkedIn Search, where you can further modify your search.
With LinkedIn Tags & Notes on their way out, Dux-Soup, provides a great, affordable option for LinkedIn users to keep track of their lead generation efforts.
It is unfortunate you are not able to import or download your existing Tags and Notes from LinkedIn and will need to start from scratch. For accounts with a smaller number of connections or if you have just started using LinkedIn for lead generation, this won’t take much time.
If you have a large account, have been using LinkedIn for lead generation for a while or are doing large amounts of lead gen, you will want to look at other options such as LinkedIn Sales Navigator (which I will cover in another article), where you can import your existing Tags & Notes as well as use the advanced search functions.
Have you tried Dux-Soup? What other tools or apps are you using to replace LinkedIn’s Tags & Notes feature? Let me know in the comments below.