User must be logged in to LinkedIn to work with CaptureME. below is the screen for LinkedIn login.
Note: CaptureME supports LinkedIn User, LinkedIn Recruiter and LinkedIn Recruiter-Lite.
Once you are successfully logged in to your LinkedIn account, use the browser extension icon to launch the new CaptureMe tool. Key in the same AkkenCloud credentials used to access your AkkenCloud account. This connects your CaptureMe tool to your AkkenCloud account.
You would see a confirmation on the successful login into the new CaptureMe tool.
Next step is to look for profiles using your LinkedIn account. Once on a profile, AkkenCloud CaptureMe would scan your AkkenCloud CRM database and indicate if it is an already existing profile with a green color. A red color indicates you are looking at a completely new profile that does not exist in your AkkenCloud CRM.
You would also be prompted by the CaptureMe tool to bring in this new found profile into your AkkenCloud CRM either as a contact or a candidate. Click on the module you want to add this profile to and when prompted, click on Save.
This is when background processes initiate and prepare the new profile to be added to your CRM database
Click on Select to choose the new profile pdf in your browsers download folder
Select the profile pdf and click on Open. This will parse the data within the pdf and opens a new AkkenCloud CRM record screen
The Source of such a candidate/contact will be site name i.e. “LinkedIn” and Source Type would be “AkkenCloud Browser Extension” in the Summary screen.
AkkenCloud CaptureME displays a green icon if it is an existing profile
Summary with few details of the profile will be displayed as shown below. If the side bar is closed, click on the green AkkenCloud icon to display basic profile details from AkkenCloud
Click on “Show in AkkenCloud”, you will be re-directed to the Profile found in AkkenCloud.
If the searched profile matches with more than one record in your AkkenCloud CRM, a list of those records will be displayed on the CaptureME screen
User can select a record from the list and click on Connect. The selected candidate/contact record which is displayed on the extension screen will be connected to the current profile displayed on LinkedIn profile. Later, whenever the user browses the same profile in LinkedIn, the connected candidate/contact record from AkkenCloud will be displayed.
If the user clicks on a record from the list and select “Show in AkkenCloud”, AkkenCloud summary screen of a selected record is shown
If the LinkedIn profile needs to be created as a new record in AkkenCloud, user can click on “Capture As New” button. This will take to capture screen of CaptureME, and the capture process can be followed.