Sunday, May 31, 2020

How To Change Someone From a 1st Degree Contact to a 2nd, 3rd, etc. (Referred By)

How To Change Someone From a 1st Degree Contact to a 2nd, 3rd, etc. (Referred By) Paula asked these questions: How do I change someone who shows up as 1st Degree to 2nd  Degree? Are these degrees based on LI imports or something JJ assigned when they were uploaded? First Question Those are good questions in todays Focus Friday we talked about this. You can see the exact video here. Basically, the Tree View, degrees of separation, and relationship, is all controlled by the field Referred By.  This is one of the top fields on the Add/Edit Contact page, and its on the right, just under the Relationship field, of the Detail Page. When you are on a Contacts record, and you fill in the Referred By, you are saying I was referred to this person that Im adding by this other person (in the Referred By). If John introduces you to Jane, or you find Janes name from Johns LinkedIn Profile, you would add Jane as a new Contact, and in the Referred By field choose or put Johns name in. If you dont do that, Jane is a 1st degree contact. If you do that, Jane will be one degree past John if he is a 1st, she will be a 2nd.  If John is a 7th, Jane will be an 8th Degree Contact. Second Question Unfortunately, the export you get from LinkedIn are your 1st degree contacts. The CSV file LinkedIn gives you doesnt tell you what degree of separation they are, probably because they are all 1st degree contacts.  So, the answer is no, there is no degree of separation logic that happens on an import. How To Change Someone From a 1st Degree Contact to a 2nd, 3rd, etc. (Referred By) Paula asked these questions: How do I change someone who shows up as 1st Degree to 2nd  Degree? Are these degrees based on LI imports or something JJ assigned when they were uploaded? First Question Those are good questions in todays Focus Friday we talked about this. You can see the exact video here. Basically, the Tree View, degrees of separation, and relationship, is all controlled by the field Referred By.  This is one of the top fields on the Add/Edit Contact page, and its on the right, just under the Relationship field, of the Detail Page. When you are on a Contacts record, and you fill in the Referred By, you are saying I was referred to this person that Im adding by this other person (in the Referred By). If John introduces you to Jane, or you find Janes name from Johns LinkedIn Profile, you would add Jane as a new Contact, and in the Referred By field choose or put Johns name in. If you dont do that, Jane is a 1st degree contact. If you do that, Jane will be one degree past John if he is a 1st, she will be a 2nd.  If John is a 7th, Jane will be an 8th Degree Contact. Second Question Unfortunately, the export you get from LinkedIn are your 1st degree contacts. The CSV file LinkedIn gives you doesnt tell you what degree of separation they are, probably because they are all 1st degree contacts.  So, the answer is no, there is no degree of separation logic that happens on an import.

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.