"On the Fly" profile view allows you to display up to three fields of the profile from your Zoho CRM right "on the spot" in LinkedIn without opening the Zoho CRM profile itself. The chosen info from the profile is displayed right near the profile's name on the LinkedIn search page or the connections list. This allows to quickly evaluate if a particular profile requires any actions from your side. Please refer to the screenshot below on how it looks:
"On the Fly" profile view is only available in LinkMatch Pro plan. To make this feature work you need to choose what are the exact fields you want to be displayed on the spot. To do that you need to open theoptions page and go to the On the Fly Profile View section. You can select up to three fields. First, you need to select a module(Contacts, Deals or Organizations) and then the field itself.
To remove a selected field, just click the close symbol near the field name.
Please refer to the screenshot below.
If you have any questions please contact us at firstname.lastname@example.org
Last updated on January 28, 2022