Update Existing Accounts

Prospect lets you update existing Salesforce Account records directly from the sidebar.

1

Head on over to an existing prospect’s LinkedIn page that is connected to the account you are looking to update. Click the Prospect button to expand. The Checkmark confirms that the lead already exists in Salesforce.

2

Hover over the Account field and click the … icon. This will launch the “Update Account" view with your existing Account fields in Salesforce.

3

Navigate directly into the field(s) you wish to update. Click Update Prospect save your changes. These changes will be updated directly to the Account on Salesforce.