Manage LinkedIn contacts with a clear next step

When remembering who to contact is no longer enough

After a good conversation on LinkedIn, you usually promise to follow up. A week later, you may no longer remember what you discussed or when you meant to get back in touch.

With two or three people selling, there is another question: is a colleague already talking to this person? Opener keeps notes, progress and the next step with the contact, so you and your colleagues can pick it up again.

From a LinkedIn contact to your next step

1. Open the profile. On LinkedIn, open the profile of the person you want to reach. The side panel shows whether your team knows them and who is handling the relationship.
2. Record what happened. After the conversation, add a step or a note without switching to the app.
3. Set a follow-up. Save the agreed next step as a follow-up, with or without a date.
4. Pick it up again. Follow-ups with a date are listed in the app by due date. When you open the profile again, the context is right there.

Step by step in the help centre: Setting a follow-up.

Keep relationship context alongside LinkedIn

The Opener side panel is a Chrome extension. On a profile, it shows who on your team is handling the contact, the stage, the last step and your follow-up. If your workspace allows writing from the side panel and you have write access, you can add a note, a step or a follow-up straight from LinkedIn.

The side panel is a working view of one person. The full picture, including your action plan, follow-ups and your team’s work, is in the app. A workspace admin turns the side panel on.

How to use it: Using the side panel on LinkedIn.

Give your team the context to follow up

On a shared contact, you can see who is handling the relationship and what your team has done so far. Add your own note and follow-up when you have permission to write. Private contacts stay private; the help centre explains who can see what.

Everyone has their own follow-up on a contact; you see your colleagues’ follow-ups as read-only.

Details: Who can see what in a workspace.

What the side panel reads and what you do yourself

The side panel only reads pages you open yourself. In a conversation, it only picks up the link to the other person’s profile; it does not read message text.

• It does not send messages or connection requests. It only prepares the invitation text; you send it yourself.
• It does not click anything on LinkedIn or move between pages on its own.
• It only records what you confirm.

All the details: What the side panel reads and never does.

Common questions