This is a quick and simple process.
Simply click here to install the extension: Install ProspectSafari Extension.
Now click the Extensions icon in the browser bar.
You should see the ProspectSafari extension installed. Click to pin it:
That’s it! You can now use the Extension to add prospects and contact to your ProspectSafari lists at any time.
Using the Extension
Now when you are viewing any website you can click the ProspectSafari icon in the browser bar to add it to any list;
If you highlight a name, or phone number or email and then right click, you can add contact information to a prospect.
As you browse Linkedin you can click the ProspectSafari icon next to any name and add the person as a contact:
On the Linkedin personal profile page you can add a contact by clicking the ProspectSafari icon next to the name or next to any of the companies listed in the “Experience” section. The former will assume the topmost company is the relevant one and will store this Linkedin company profile for the prospect; the latter will use the specific company profile selected.
In both cases, any email, phone number, social media or personal websites listed in the “Contact Info” section will be scraped and added to the contact record.
All of these contact icons are clickable and open in the social window on the left.
Since the full Linkedin Contact Info is only visible to first connections, you should revisit the Linkedin profile and click the ProspectSafari again if you become connected to a contact of interest. This will update all the new contact information, profile picture and job title as appropriate.
You can also add a company from the company profile page in Linkedin, again by clicking the ProspectSafari icon:
In this case, ProspectSafari will grab the website url if it is available. If the Linkedin company profile url has already been stored in ProspectSafari (for example by adding a contact from Linkedin as above) then the prospect is updated with the website, and web scraping can now occur.
For this reason it is good practice to click on the ProspectSafari icon in both the company profile and the contact profile to capture all the information.
In general, if you are adding a contact, phone number or email, ProspectSafari will propose to add it to the last viewed prospect record. If you say no (select Cancel), it will propose adding a new prospect to the list currently selected in the extension popup.
To change this list, click the ProspectSafari icon in the browser toolbar and select the required list.
..select the list to save all new prospects going forward.