Who can use this feature?
When you first view Radius Connect on a CRM record, you'll see company information for that record. For example, if the record is the Acme Consulting account, we'll show you company information and contacts for the Acme Consulting account. If the record is a contact or lead, you'll see information for the company associated with the contact or lead. Your administrator selects which Radius fields you see in Connect, but typical business data includes address, business phone, industry, year founded, number of employees, and annual revenue.
Contact search is versatile. Search for contacts by name or keyword, and filter by title or job function. If you already have the contact in Salesforce, we'll show you a dupe alert. After adding your contact, just click the button to view the record.
In Salesforce, open the account record you want to add contacts for. From the Contacts card, either page through the contacts Connect shows or click the search icon to search by name, title, or function.
Important: If you want to add a contact for a company, make sure you start from that company's account record. If you click Change Business in Connect to find a different company to add its contacts, but that company doesn't yet have an account record in Salesforce, any contact you add will be associated with the Salesforce account record that's currently open and not the company you searched for in Connect.
If you're searching, enter a person's name or a keyword and select any filters or contact options you want, then apply. It's best to start broad and see what kind of results you get before applying filters.
Click the name of any contact you want to connect with and get their details: email, phone, or LinkedIn URL.
If you want to add the contact or lead, just click the Add button.