# Prospects (CRM)

Source: https://help.ligosocial.com/articles/prospects-crm

The **CRM** tab in the LigoAI Chrome extension is a small prospect list that lives next to your LinkedIn feed. You save people while you browse, give them a stage, labels and notes, and open their profile again in one click. Everything you save also appears in the web app's **Prospect Manager**.

The CRM is available on plans that include it; see **Billing** in the app. If your plan does not include it, the CRM tab shows a message instead of your list.

## Open the CRM tab

1. Click the LigoAI icon in your browser toolbar to open the side panel.
2. Click the **...** (More) button at the end of the tab bar.
3. Under **Engage**, click **CRM**.

The tab also opens by itself when you save someone from LinkedIn (see below).

## Save a prospect from LinkedIn

You can save a person from their profile or from one of their posts. You do not need to visit their profile first.

**From a profile**

1. Open the person's LinkedIn profile.
2. Right-click anywhere on the page, open the **LigoAI** entry in the menu and choose **💼 Save to LiGo**.

**From a post**

1. On your feed, a post page or LinkedIn search results, right-click the person's post.
2. Open the **LigoAI** entry and choose **💼 Save to CRM**.

The side panel opens on the **CRM** tab with an **Add Prospect** form. LigoAI fills in what it can read from LinkedIn: name, headline, company, location and profile photo. When you save from a post, the first part of the post is added to **Notes** so you remember why you saved them.

3. Check and complete the fields:
   - **Name *** (required)
   - **Job Title**, **Company**, **Email**, **Location**
   - **Stage**: **Lead** (default), **Prospect**, **Qualified**, **Opportunity** or **Customer**
   - **Labels**: type in **Add label...** and press Enter. Labels you used before are suggested.
   - **Notes**
4. Click **Save**. You will see **Prospect added**.

Saving a prospect does not notify the person on LinkedIn. LigoAI only reads what you can already see on the page.

## Find and filter prospects

At the top of the CRM tab you have:

- **Search prospects…** to find someone by name, job title or company.
- **+ Add** to create a prospect by hand, using the same **Add Prospect** form.
- Stage tabs: **All**, **Lead**, **Prospect**, **Qualified**, **Opportunity** and **Customer**.

Each row shows the person's photo, name, job title and company, and their stage. The tab shows your first 20 prospects. If you have more, click **Open Full CRM (<n> more)** at the bottom to see the rest in the web app.

## Update or delete a prospect

1. Click a prospect's row to open the detail view.
2. Click **Edit**, change any field (for example add an email or move them to **Qualified**), then click **Save**. Click **Cancel** to discard changes.
3. Click **View LinkedIn** to open their profile in a new tab.
4. To remove them, click **Delete** and confirm.

Changes show up in the web app's **Prospect Manager** too.

## Use the full CRM in the web app

For bulk work, open the **Prospect Manager** at [https://app.ligosocial.com/basic-crm](https://app.ligosocial.com/basic-crm). The default Focus layout has no sidebar item for it; in the Classic layout it is **ENGAGE** > **Leads (CRM)**. There you can filter by labels, choose table columns, add custom fields and export a CSV. See [Saving leads from LinkedIn to the LigoSocial CRM](https://help.ligosocial.com/articles/saving-leads-from-linkedin-to-ligo-crm) for a walkthrough.

## Good habits

- Add a label when you save, for example "Q4 outreach" or "Partner". Labels make filtering and exporting much faster.
- Write one line in **Notes** about why you saved the person.
- Set the stage at save time and move people forward as conversations progress.
- Add an email when you have it, so the record is ready for outreach.

## Troubleshooting

**I don't see Save to LiGo or Save to CRM when I right-click.**
Refresh the LinkedIn tab and make sure you are signed in to the extension. **💼 Save to LiGo** only appears on profile pages (linkedin.com/in/...). **💼 Save to CRM** appears on the feed, post pages and search results. It is hidden on the page of your own post.

**The form opened but the name is missing.**
Right-click directly on the post or the profile header and try again. You can also type the details yourself and click **Save**.

**A prospect I just saved is not in the list.**
Close the CRM tab and open it again; it reloads each time. Make sure the extension and the web app are signed in with the same email.

**The CRM tab shows a plan message.**
Your current plan does not include the CRM. Open **Billing** in the web app to see which plans include it.

## Related articles

- [Saving leads from LinkedIn to the LigoSocial CRM](https://help.ligosocial.com/articles/saving-leads-from-linkedin-to-ligo-crm)
- [The LigoAI Chrome extension: feature overview](https://help.ligosocial.com/articles/introducing-ligoai-extension-v2-0)
- [Chrome Extension Quick Fix Guide](https://help.ligosocial.com/articles/chrome-extension-quick-fix-guide)