It’s called the Relationship feature and it sits at the top of each first-level connection’s profile, but many people have not discovered it. Most important, you can use this tool to save notes, filter, and even set follow-up reminders.
This section has five subsections, each designed to help you be more productive. Here are some simple ways to use them to your advantage…
This is a perfect place to detail potentially useful information about the person, such as spouse’s name, important dates, hobbies, colleges their kids attend, favorite wine, etc.
This can be used as a very simple follow-up system. You can have LinkedIn notify you to take a particular action with someone in your network in a day, week, month, or recurring every week, month, three months, six months, year, or your own custom recurring period.
3. How You Met
I sometimes have trouble remembering where I met people and who introduced us. This subsection has places to include both of these bits of information.
These are like personalized file drawers where you can put people in self-defined categories. You can create up to 200 unique tags. Once created, you can review all the people in a specific tag group and message them individually or in groups of up to 50 at a time. You may want to read my latest article on LinkedIn’s bulk messaging feature before you attempt to do this.
Because placing your connections into tag groups can be time-consuming, start by taking time to identify the tag groups that will help you most effectively communicate with groups of your connections. This might be geographic area (e.g., Chicago, Illinois, Midwest), title, industry, associations they (or you) belong to, customers or prospects.
You can also make tags that combine multiple tag groups. For instance, if you have tags for HR prospects, people who live in Chicago, and members of SHRM, you can make a tag for HR prospects who live in Chicago and belong to SHRM.
You get 200 self-defined tags. Taking time to set them up correctly will be time well spent.
5. Connection Communication Timeline
By clicking the circled “+” sign, you can review the communication you’ve had on LinkedIn with a person all the way back to your initial connection date.
I’m sure you’ll agree that this is pretty cool stuff. Even better: everything you include in the Relationship section can only be seen by you.
So why not set a goal to get your connections more organized… and soon?
For this post, YouTern thanks our friends at Power Formula!
About the Author: Wayne Breitbarth is the CEO of Power Formula LLC. He is an experienced businessman, speaker and author who has shared his passion for social media with 40,000+ business professionals through private business consulting and dynamic presentations to audiences including Inc. Magazine, the American Marketing Association, and the National Multiple Sclerosis Society. Wayne is the author of the best-selling book The Power Formula for LinkedIn Success. Connect with Wayne on Twitter.