Link a CRM company to the UK book
Find the same business in the UK book, link it, and update from it. Only works where your CRM has a place to keep the link.
A CRM company can be linked to the business it is in the UK book. The CRM page then shows the book's record beside your own, labelled.
Where this works
The link is kept in a field called the book link. Only some setups have it. If your CRM does not, the UK book card on the company says Not connected yet. This CRM has no place to keep the link. and Link to the UK book says nothing was linked. Setting up from the Basic CRM, Start blank or a sector template gives you no book link today.
Steps, where the card offers them
- Open the company. In the UK book card, press Find it in the book and link it.
- Adapt offers matches. Open one to look at it.
- Pick the right one to link it. A link is saved only when you ask.
Once linked, the card says Linked with the company number, and offers:
- Open the record: the business's full record in the UK book.
- Update from the UK book: runs the book's own enrich on that business and shows anything new.
On a person's page, the book's cards, Add to list and LinkedIn appear.
What does not happen
- Nothing you do on the CRM record changes the UK book. Saving says "The UK book is not changed."
- A phone number or address from a UK book search stays in the book until you open the record there.
- A green "Matched" tick beside a company number is not shown in the live CRM: the CRM keeps the number as typed and checks nothing.