Transform high-priority LinkedIn prospects into fully monitored pipeline opportunities. Klipy intelligently logs conversations, alerts you to stalled deals, and keeps your sales process moving forward—but only when you choose to activate it.
Understanding Contact Status Types
"Ongoing Lead" Status
What it means: This is an active sales prospect you're pursuing
What happens when activated:
✅ All LinkedIn conversations automatically logged to contact timeline
✅ Messages appear in your Focused Inbox for priority attention
✅ Stale conversation alerts when communication stops
✅ Integration with deal stages and pipeline management (coming soon)
"Casual Network" Status (Default)
What it means: Social or personal contact not being actively pursued
What happens with this status:
✅ LinkedIn profile remains linked to contact record
✅ Manual messaging still available through Klipy
✅ Contact enrichment data preserved
❌ No automatic conversation logging
❌ No stale conversation monitoring
❌ Messages stay private and untracked
Why We Use Opt-In Monitoring
Privacy Protection
LinkedIn is Social First: People share personal updates, family news, and casual conversations
Professional Boundaries: Not every LinkedIn connection needs sales tracking
Data Cleanliness: Prevents irrelevant social chatter from cluttering your CRM
Relationship Respect: Maintains trust by only tracking declared business relationships
Compliance & Safety
LinkedIn Terms Adherence: Selective monitoring aligns with platform expectations
Account Protection: Prevents automated activity that could flag your account
How to Activate Lead Monitoring
From LinkedIn Inbox
Select the Conversation
Navigate to LinkedIn Inbox
Choose the prospect conversation
Change Contact Status
Click "Casual Network" badge
Confirm you want to enable auto-logging
Status change takes effect immediately
Verify Activation
Contact status shows "Ongoing Lead" badge
New conversation indicator appears in Focused Inbox
Auto-logging begins with next message exchange
What Gets Auto-Logged
Analysis Criteria
Only summarize conversations that contain at least one of these qualifying elements:
Buying signals (timeline, urgency, budget mentions, comparison shopping)
Pain points or specific business challenges
Product/service interest or questions
Objections or concerns raised
Relationship building progress
Agreed next steps or commitments
SKIP conversations that only contain:
Generic pleasantries without business context
One-way pitches with no meaningful response
Purely personal/off-topic chat
Automated or templated messages
Interaction Format
Summary: Summary from the full context of LinkedIn messages (both directions)
Positive Indicators:
Buying Signals: Timeline mentions, urgency, budget discussions, comparison shopping
Pain Points Identified: Specific challenges or needs expressed
Engagement Level: Questions asked, meeting requests, referrals, response quality
Product Interest: Features discussed, use cases mentioned, demo requests
Concerns/Objections:
Any hesitations, competitor preferences, budget constraints, timing issues, or other barriers mentioned
Suggested Follow-ups:
Specific follow-up steps, timeline commitments, deliverables, or meetings scheduled
Klipy will wait until the conversation is no longer active to make sure it can capture the full context instead of short snippets of it. Interaction summary might show up in the timeline maximum 60 minutes from the moment you finish the conversation.
Managing Lead Status Changes
Promoting from Casual Network
When to Upgrade:
Prospect expresses buying interest
Company shows expansion or funding signals
Referral source recommends pursuing
Competitor intelligence suggests opportunity
Activation Process:
Review conversation history for context
Enable monitoring with appropriate alert timing
Update deal stage to reflect current status
Set initial follow-up task if needed
Downgrading to Casual Network
When to Downgrade:
Deal closed (won or lost)
Prospect explicitly not interested
Budget/timeline pushed beyond fiscal year
Contact changes to non-decision-maker role
Deactivation Process:
Click "Ongoing Lead" badge
Confirm you want to stop auto-logging
Choose to archive existing logged conversations
Update deal stage to "Closed" or "Nurture"
Troubleshooting Lead Monitoring
Auto-Logging Not Working
Check Contact Status: Verify "Ongoing Lead" status is active
LinkedIn Connection: Ensure LinkedIn integration is functioning
Message Sync: Allow up to 60 seconds for new messages to appear
Ongoing Conversation: Klipy will wait until the conversation is no longer active to make sure it can capture the full context instead of short snippets of it.
Missing Conversation History
Status Timeline: Only messages after "Ongoing Lead" activation are logged
Privacy Settings: Previous "Casual Network" messages remain private
Re-linking Required: Profile disconnection/reconnection may affect history
Lead monitoring respects prospect privacy while maximizing your sales effectiveness. Only conversations you explicitly choose to monitor are tracked in your CRM.