Adding people from LinkedIn

Add someone#

1. 1

   Step 1: Open a LinkedIn profile (linkedin.com/in/…) with the side panel open.

   The panel shows them and whether they’re already in OpenATS. Moving to another profile or tab updates it; Read LinkedIn again, in the ··· menu, reads the page again.

2. 2

   Step 2: Pick a Role and a Stage.

   The role starts on your default and searches as you type. The stage is New lead unless you pick another.

3. 3

   Step 3: Choose Add to OpenATS.

   They’re added with their photo, their LinkedIn experience, and your default project and sequence.

After adding, the panel says Checking email history… while every connected inbox in your workspace looks back for earlier mail with them, then updates by itself, usually within a minute.

Their resume#

Drag a resume onto Drop their resume here. The usual one is LinkedIn’s own: More → Save to PDF on their profile, then drag it in from your downloads. Any PDF or Word resume works.

The panel checks their name is in the file first. If it isn’t (the wrong download, say), it asks before attaching: Attach anyway if you’re sure. It becomes their resume if they have none; otherwise it’s saved to their files, so the one they had stays.

Someone already in OpenATS#

The panel shows a chip for each role they’re on that you can see: choose one for their stage, its owner and when it last moved. The green In OpenATS pill opens them in OpenATS. You can add a note, or move the application to another stage, from the panel. Add to another role, beside their Applications, puts them on another role without changing your defaults.

When LinkedIn has a newer headline, location, photo or work history than OpenATS, Update from LinkedIn brings it across. It’s recorded on their history like any edit.

Fixing what LinkedIn got wrong#

Edit captured details, in the ··· menu, corrects anything before it’s sent, and adds an email or phone you have. Remove photo (in the ··· menu) takes down a saved photo that’s wrong, or that they asked to have removed.