Saving Leads from LinkedIn to LiGo CRM
23rd September 2025 Update: You can now save people to the CRM directly from the feed as well. Basically, it is no longer mandatory to go to the prospects' profile.
LiGo's Chrome extension makes it easy to save promising connections directly from LinkedIn into your LiGo CRM system. This guide explains how to capture and manage leads seamlessly while browsing LinkedIn.
What You'll Learn
- How to save LinkedIn profiles to your LiGo CRM using the right-click context menu.
- Adding prospect details and categorizing leads.
- Accessing and managing your leads in the LiGo web app.
- Adding prospects manually to your CRM.
- Organizing your prospect pipeline effectively.
Saving LinkedIn Profiles to LiGo CRM
When browsing LinkedIn with the LiGo Chrome extension installed, you can save people to your CRM using the right-click context menu:
Right-Click to Save
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Go to a LinkedIn profile you want to save, or find one of their posts in the feed.
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Right-click on the page.
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Choose the LiGo option from the context menu:
- On a profile, select Save to LiGo.
- On someone's post in the feed, select Save to CRM.
The LiGo side panel opens to the Prospect Manager (the CRM tab), with the person's details already filled in and ready for you to review and save.
Pro Tip: The right-click context menu option only appears when you have the LiGo Chrome extension installed and are logged in to your LiGo account.
Adding Prospect Details
In the Prospect Manager, you can review and complete the prospect's details:
Pre-Filled Information
The panel pre-fills details pulled from the LinkedIn profile, including:
- Name
- Job Title
- Company
- Location
You can review your saved leads anytime in the extension's Prospect Manager, or open the full web app at ligosocial.com/basic-crm.
Additional Fields to Complete
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Stage: Select the appropriate stage from the drop-down.
- New
- Contacted
- Qualified
- Interested
- Opportunity
- Proposal
- Negotiation
- Customer
- Closed Won
- Closed Lost
- Lead
- Prospect
-
Notes: Add any relevant details about the prospect
- Conversation notes
- Key interests
- Potential needs
- Follow-up reminders
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Tags: Enter relevant tags separated by commas
- Industry tags
- Interest categories
- Source information
- Priority levels
Pro Tip: Using consistent tags across your prospects makes filtering and segmenting your leads much easier later.
Finalizing the Save
Once you've added all relevant information:
- Review the details for accuracy
- Click the Save Prospect button in the Prospect Manager panel
The profile will be saved to your LiGo CRM, and you'll receive a confirmation notification.
Accessing Your Leads in LiGo
To view and manage all of your saved leads in the full web app:
- In the extension's Prospect Manager panel, click the Full CRM button, or
- Go to ligosocial.com/basic-crm in your browser (log in to your LiGo account if prompted).
- The Prospect Manager dashboard will display all your saved leads.
Note: You can access your leads at any time, even when you're not on LinkedIn, by logging into your LiGo account.
The Prospect Manager Dashboard
The Prospect Manager provides a comprehensive view of your leads:
Dashboard Features
- Prospect List: All your saved leads displayed in a table format
- Stage Column: Shows the current stage of each prospect
- Location Information: Geographic details for territory management
- LinkedIn Profile Link: Quick access to the prospect's LinkedIn profile
- Notes Section: Display of any notes you've added
- Labels Column: Showing tags and categories
- Custom Fields: Any additional custom information you've defined
Managing Prospects
From the Prospect Manager, you can:
- Sort prospects by different columns
- Filter by labels using the "Filter by Labels" button
- Customize visible columns with the "Customize Columns" button
- View detailed information by clicking on any prospect
Adding Prospects Manually
You can also add prospects directly from the LiGo web app:
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In the Prospect Manager, click the "Add Prospect" button in the top right
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In the "Add New Prospect" modal, enter prospect information:
- Name (required)
- Stage
- Location
- LinkedIn URL
- Notes
- Labels
- Custom Fields
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Click "Add Prospect" to save
This is useful for adding leads from sources other than LinkedIn or for creating placeholder profiles.
Organizing Your Prospect Pipeline
Effective pipeline management helps you prioritize outreach efforts:
Using Stages Effectively
- New: Just saved, not yet contacted
- Contacted: You have reached out
- Qualified: A good fit worth pursuing
- Interested: Has shown interest or engaged
- Opportunity: Active discussions about potential business
- Proposal: A proposal has been shared or is being prepared
- Negotiation: Terms are being discussed
- Customer: Has converted to a paying customer
- Closed Won: Deal won
- Closed Lost: Deal lost or no longer being pursued
- Lead: An early contact you have not yet qualified
- Prospect: A potential fit you are actively working
Move prospects through these stages as your relationship develops.
Adding and Using Labels
Labels help organize prospects into meaningful groups:
- Click in the "Add a label" field when adding or editing prospects.
- Enter descriptive labels that help with segmentation.
- Use these labels to filter your prospect list.
Pro Tip: Create a consistent labeling system. For example, use industry:finance, priority:high, source:linkedin formats to create easily filterable categories.
Using Notes Strategically
The Notes field is valuable for tracking interactions:
- Record key points from conversations
- Note specific pain points or needs
- Add follow-up reminders
- Document potential opportunities
Best Practice: Date your notes (e.g., "[2025-03-18] Initial conversation about content needs") to create a chronological interaction history.
CRM Best Practices
To get the most from LiGo's CRM capabilities:
Regular Prospecting Schedule
- Set aside dedicated time for identifying and saving new prospects.
- Review your LinkedIn notifications daily for potential leads.
- Save profiles immediately after meaningful interactions.
Consistent Follow-Up Process
- Use the CRM to track when you last engaged with prospects.
- Create a regular cadence for checking in with leads.
- Update stages and notes after each interaction.
Pipeline Review
- Weekly: Review new prospects and active opportunities.
- Monthly: Analyze conversion rates and pipeline health.
- Quarterly: Clean up stale prospects and update strategies.
Common Questions
How many prospects can I save to the CRM?
Standard plan users can save up to 100 prospects, while Pro plan users have unlimited prospect storage.
Can I export my prospect list?
Yes, you can export the prospects to a CSV list. Currently, there are no limits to the amount of Prospects you can have in the list; however, fair usage policy and limits maybe introduced in the future for Pro users as well (for standard users, it's 100).
Will the prospect know when I save their profile?
No, saving a profile to your LiGo CRM is private and not visible to the LinkedIn user.
Can I share my prospect list with team members?
Currently, prospect lists are user-specific. Team collaboration features are planned for future updates.
What browsers support the Chrome extension?
The LiGo Chrome extension works on Google Chrome and Microsoft Edge. It is not compatible with Safari, Firefox, or mobile browsers. It might work .. but we don't include them currently in our Quality Assurance and Software testing pipelines.
What happens if I delete a prospect?
Deleted prospects are permanently removed from your CRM. Consider changing their stage or adding a "dormant" label instead if you might want to revisit them later.
Related Resources
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