Adding client contacts in Jarvi

Adding a contact from LinkedIn

1. Go to your client or prospect’s LinkedIn profile.
2. On the right side of the page, the Jarvi extension will appear. Click on “Add this contact” to integrate them into your CRM.

3. You then have the choice to add them to a prospecting project or as a contact person for a company.

Creating a contact manually in Jarvi

If the contact you want to add isn’t on LinkedIn, you can also create them manually.

1. Go to the Contacts tab in your Jarvi CRM.
2. Click on “Add a contact” to manually enter the information (last name, first name, company, email, etc.).

Accessing the contact in Jarvi

Once added, whether from LinkedIn or manually, you can find this contact in your CRM, either as a contact in your recruitment projects or as a contact for the associated company.