Printer-Friendly

social media how toDo you struggle to remember how or why you connected with someone on LinkedIn?

Want to get more out of your connections?

By using the Relationship tab, you can build on the connections you need to convert more prospects, close more deals and grow your business network.

In this article you’ll discover how to use the LinkedIn Relationship tab to manage your connections and grow your business.

use linkedin relationship tab

Discover how to use the LinkedIn Relationship Tab to improve your networking.

Listen to this article:

What’s the LinkedIn Relationship Tab?

The LinkedIn Relationship tab is a convenient tool that shows you how you’re connected to someone. You can add information to remind yourself of important details about your relationship or set reminders for future interactions.

The Relationship tab is available to all LinkedIn users, both free and premium.

You can find this tab by opening a connection’s LinkedIn profile on the website or on the LinkedIn desktop version. The tab is not available on the mobile app. Just beneath the profile information are two tabs: Relationship and Contact Info. Clicking on the Relationship tab shows information related to your relationship with this contact.

linkedin relationship tab

The LinkedIn Relationship tab is directly beneath your connection’s profile info.

This information is visible only to you and is unique to you and each of your connections.

Now that you understand what the Relationship tab is and where to find it, let’s look at how you can use it for individual connections.

#1: Find Out When You Connected

LinkedIn will populate the date you originally connected with someone in the Relationship tab. This information is available for anyone you’re connected to on LinkedIn.

linkedin relationship tab

LinkedIn automatically enters the date you connected with someone.

The date you connected may be helpful if you’ve forgotten how you connected with the person. The date often is enough information to keep track of a growing LinkedIn network.

#2: View Messages You’ve Exchanged

If you’ve shared messages with a LinkedIn connection, these messages also appear in your list of automatically populated details. The most recent conversation appears on the Relationship tab, but you can click on the See More link to reveal the full list of conversations and the date you originally connected with this person.

linkedin recent message in relationship tab

Your most recent message exchange appears on the Relationship tab.

Clicking on the title of the message or discussion opens a pop-up screen that shows the entire message trail and details. You can’t access the original message or continue the conversation from this location, but having this quick reminder of how you communicated in the past is a useful way to review your relationship.

For example, if you’re developing a relationship with a connection and don’t want to send more than one LinkedIn message a month, you can quickly see how recently you sent your last LinkedIn message. Or if you want to refer to a previous conversation or details, you can quickly access those details before sending out your new message.

#3: Add Notes About Your Contacts

The first personalized section you can edit on the Relationship tab is the Note section. This is where you can add any details or information related to your connection.

Click on the Note tab to open the text box where you can enter key information. When you’re done typing your note, click Save.

linkedin personalized details in relationship tab

Add personalized notes to stay on top of key details.

This information can be personal or professional. It can be any information that helps you organize your contacts and keep track of your relationships.

Here are a few examples of how you might use the Note section:

  • Include notes for individuals you know will be attending an event, conference or training session you’ll be at.
  • List the person’s unique skills, products or specialties that are relevant to you, so you can easily reference them.
  • If you have been following up on a cold-call development with a connection, keep track of conversations and progress notes.
  • If you come up with questions or action items you want to discuss in your next conversation, list them in a note for easy access and record the answers so you can follow up later.

In situations where a person unexpectedly calls you at work, you can quickly look up his or her LinkedIn profile and have immediate access to all of your conversations, history and details you’ve chosen to list. Rather than having to ask your contact to remind you, you already have all of this information and can impress that person with your knowledge and perceived value of your relationship.

edit or delete notes in relationship tab

Easily edit or delete notes to keep your information up to date.

You can go back and edit or delete a note after you’ve added it. Just hover over the note in your list of details and click the Edit or Delete button.

Using the Notes section effectively can set you apart from your competitors and help you foster real relationships with people you’ve connected with on LinkedIn.

#4: Set Reminders to Follow Up

The Reminder tool is one of the most useful, yet underused, tools on LinkedIn. It allows you to set a one-time or recurring reminder for a connection.

reminders in relationship tab

Set reminders to contact your connections and foster your relationships.

When you’ve set a reminder, you’ll receive a notification via email (with your regular LinkedIn emails that remind you of birthdays or anniversaries), indicating you have a reminder. You can also go to your LinkedIn Connections tab, and your pending reminders will appear along the top list of activity for your connections.

Click on the connection’s name to visit his or her profile and access the reminder details. Once the item is complete, click Mark as Complete, which clears the item from your activity. You can also amend the due date if needed.

Because the details of completed reminders are cleared from your activity, it can be helpful to add a note indicating when and what task you completed.

pending reminders in relationship tab

The Connections tab shows you any pending reminders.

You can set reminders to follow up with a message or email. Set a reminder to send specific information or details you think that connection should see, or that the person has requested. You can also set a reminder to follow up with connections you know will be attending an upcoming event so you can connect with them in person.

If you’re fostering a hot prospect or cold-call relationship, the Reminder tool is one of your most valuable assets within LinkedIn. It allows you to set a schedule for follow-up conversations and information sharing that will help you close that deal.

And just like Notes, you can always edit or delete a reminder you’ve set. Editing allows you to change the details of the text or the time schedule you’ve set.

#5: Record How You Met

The How You Met tab is one that you should really take the time to complete for every connection you have on LinkedIn. It can be time-consuming, but in the long run, it’s worth it.

As your network grows and you connect with more people, it’s easy to lose track of why you’re connected to people. So take a minute to fill in this section with details about how you connected or met. This information will help you keep track of your network and build those relationships to grow your business.

contact details

Fill in details about how you met a contact.

Click on the How You Met tab to open a text box where you can add or paste details of your meeting. Include as much information as you feel is necessary.

If someone sends you a personalized LinkedIn connection request stating why he or she wants to connect with you, it’s a good idea to copy and paste it into the How You Met section. The initial conversations and messages you exchange when connecting are not transferred to the message list on the Relationship tab.

If you were introduced to a contact or referred by someone, you can also include that information in the Who Introduced You? field. Just start typing the person’s name, and LinkedIn will pull the list of connections you have that match that name.

#6: Assign Tags to Categorize Connections

Tags are a convenient way to quickly categorize your connections. And when searching for connections on LinkedIn, there is a filter to sort by tags, which makes this a valuable tool for organizing your network.

It’s a good idea to categorize every one of your connections on LinkedIn. You can get as creative or as targeted as you like with your own personalized tag titles.

contact tags

Further categorize and define your connections by assigning tags.

To assign a tag to a connection, click on the Tag tab and select one or more of your existing tags. Choose the Add New Tag option if you want to assign a new category. The contact will automatically be included in this new tag category.

And you can have one contact in more than one tag depending on your organizational structure and details.

Final Thoughts

LinkedIn is one of the most powerful tools for developing your professional audience and growing a network around your business. But it takes a lot more than just connecting with someone to really foster the connections and value that LinkedIn has to offer. Use the Relationship tab to grow your relationships and capitalize on opportunities to connect with potential clients.

What do you think? Have you had success using the Relationship tab to build and grow your network connections? How are you using this tool to set yourself apart from your competitors? Let us know what’s working for you by leaving a comment below!

Tags: , , , , , , ,

Get Social Media Examiner’s Future Articles in Your Inbox!

Join 480,000+ of your peers! Get our latest articles delivered to your email inbox and get the FREE Social Media Marketing Industry Report (56 pages, 90 charts)!

More info...
  • I definitely have to use the Tags and reminders more often. I use Nimble and keep most everything in there, though this is definitely more helpful when you’re on LinkedIn.

    I loved when they added this feature. Made things much easier.

  • Faye Oney

    Thank you for a concise and timely article about this topic, which I plan to include in an upcoming LinkedIn training for our business development people. I always record how I met a connection because my memory isn’t that great. One function I would add to this list…You can also send a group email to a specific group of connections you’ve filtered by location, tag, or other filter.

  • treb072410

    Great I have read your post Jenn, thanks for sharing..

  • I had no idea this existed! Really cool.. But it’s still LinkedIn… 😛

  • lillie2545

    [>#

  • Luc Beaudoin

    Looks like it’s not available in Canada…

  • Jenn Herman

    Luc, you will only see it when you go to another person’s profile (not on your own profile). Try that and hopefully you have access to it too!

  • Jenn Herman

    Thanks Scott! It’s always a good day when I can teach YOU something 🙂

  • Jenn Herman

    Thanks! Glad you enjoyed it 🙂

  • Jenn Herman

    Thanks Faye! So glad this was valuable and timely for you 🙂 And, yes, group emails to tagged connections is a BIG plus too!

  • Jenn Herman

    Glad to hear you’re using this to your advantage already 🙂

  • Luc Beaudoin

    Of course, I knew that. I used my own profile as it looked the same as my connections’ profiles and I wanted to keep my connections private. So the problem is with someone else’s profile. Meanwhile, l got permission to post one of my friend’s profile, so here what it looks like 😉

  • Still much more to do. Thanks for the great tips 🙂

  • Jenn Herman

    Hmm.. that’s unfortunate. It’s not really a new tool so I’m surprised you don’t have access to it in Canada. But I have heard there is a difference in platforms.
    BTW, I appreciate your desire to protect your connections privacy!

  • Luc Beaudoin

    Well, my friend Mathieu (the profile shown above) seems to have access to the feature. He’s more of a LinkedIn expert than me. He had to do a few «contortions» to get it work. But it did not do anything for me. We will look into this issue and will keep you posted.

  • I love this information it motivates me it makes me feel good ! James Brown good ! Baby baby baby baby baby ! Heah Heah yeah ! More fuel for my spaceship ! Lol !

  • I had no idea you could do so much with linkedin! Great info.

  • treb072410

    I really did..

  • Hi Luc, I’ve noticed that sometimes the Contact Details and Relationships Tabs are not displayed. Doing a Page Refresh usually fixes things.

  • Ana Maria Diazgranados

    Great info! I’m based in Colombia, and have been exploring LinkedIn for a while. I have discovered that some of these features are not available for example in profiles configured in spanish. I have mine in English and as said, based in Colombia.. and it works for me. Also I have seen that the more I use LinkedIn the more features a get (I don’t use a Premium account) So my suggestion is to try to use LinkedIn win a frequent basis and check if you relationship tab appears. Good luck!

  • Luc Beaudoin

    Nope… tried many different options (refresh was one of them) and nothing. Chrome, Safari, FF, on PC or MAC… Nothing works. ;-(

  • Luc Beaudoin

    LinkedIn is a tool that I use every day. But most of the time, my posts are from Hootsuite. I manage a few company pages also. As posted earlier, we will look into this issue and will keep you posted.
    Thanks for all your help !

  • ashley mckenzie

    Funnily enough, I’ve never met anyone who has actually gotten a job from using linkedin.

  • Jenn Herman

    Thanks Sirita! I hope this helps you find more success using LinkedIn 🙂

  • Carla5689

    [>@

  • treb072410

    I really did.. Cant wait to read your next post..

  • Thanks for sharing @jennherman:disqus . I have used these techniques and coached numerous individuals on the power and leverage they can gain doing this. Good post !

  • Thank-you so much for sharing this information. I had no idea it was there. I am constantly impressed with how much value one can get out of LinkedIn features. I’ll be sharing your article with my association members.

  • Great tips Jenn! I have been growing my network and have not been keeping up to date with how we met, notes, etc. I really like the Tag feature and am going to go through all of my contacts to do this. Have a magnificent Monday! 🙂

  • danceoflife

    I am inspired by some of the ideas here to use LinkedIn more effectively as I meet more people there. Thanks!

  • Wendy

    Is it supposed to be CRM or not? Or a half way attempt? Truth is, the peeps you need to keep close are saved in a proper CRM system from which you can do all that, already. Always were / are. There’s no way I enter info for all my contacts made in LI because I have to concentrate on certain ones, and they are the ones I keep close in my own CRM system. This is natty but a folly, sorry.

  • Jenn Herman

    Thanks Joe! And I’m glad to hear you use this regularly too.

  • Jenn Herman

    Thanks Jeannette! And so happy to hear that you can share this with others too – keep the knowledge flowing 🙂
    It is impressive how much is at our fingertips when we really dive into all the functions on LinkedIn.

  • Jenn Herman

    Awesome! Glad to hear you can find a way to make good use of the tags, Steve. As your network grows, these little tools can make a big difference.

  • Jenn Herman

    Great! Glad to hear it 🙂

  • Jenn Herman

    Hi Wendy. I don’t think it’s supposed to be a full fledged CRM or replace CRM tools out there. I specifically didn’t refer to it as a CRM tool because I don’t want people to think it can replace that function.
    However, for those who aren’t that advanced in their marketing techniques or who are looking for a better way to manage their LinkedIn connections, this is a good and easy tool to use. And it gets them thinking in a CRM mindset so that when they are ready to move to that level, they have the practices and parameters in place already.
    If you’re already using a CRM tool that is serving you well, then it might seem redundant for you to use the LinkedIn relationship tab. But that’s the great part of having all these tools – we can choose which ones work best for each of us!

  • Great Share Jenn. Will definitely use this in my linkedin account because I myself is pretty forgetful

  • Well-written and useful article, thank you, Jenn.

  • Great article Jenn. I’ve really started using LinkedIn much more and starting to make some excellent connections as a result. There are some great features on LinkedIn, making it very easy to keep track of conversations and setting reminders to keep in contact with each connection. Thanks again! Robert

  • Is there a way to download Contacts according to Tags?

  • Faye, when you do a group email, can the names be bcc or are they visible?

  • Unfortunately it is not very reliable. I explained this tool it in my trainings, yet I cannot often demonstrate it, as it seems to be “temperamental”: occasionally it appears and other times (many) not… Any tips?? I am in France, but do not think the location is much of an issue. It worked in the past. I see that it is a problem for others too (on the LinkedIn help). Shame as a great tool within LinkedIn.

  • Jenn Herman

    Thanks so much! And I hope you find it valuable for improving your LinkedIn experiences.

  • Jenn Herman

    Thank you Mick!

  • Jenn Herman

    Thank you Robert! And I’m happy to hear that you are using LinkedIn more and seeing positive results from it. There are a lot of features “hidden” within LinkedIn so take your time experimenting and finding the tools that work best for you.

  • Jenn Herman

    Hi Corona, and thanks for sharing your experience. I have never personally had any issues (I hope I don’t jinx myself!) with this tool and have used it and demonstrated it numerous times without issue.
    While I can’t propose why it would work for some and not others, the location thing was my first guess. I know that even in talking to users in Canada they have different challenges with a lot of the tools that American users seem to use seamlessly. I also know that LinkedIn notoriously provides certain tools to certain users and in a lot of ways, any two users often don’t have *all* the same features. I believe this is their way of testing things and seeing how people react before rolling things out or away.
    I wish I could be more help on this topic for you. Have you tried contacting LinkedIn for support on this issue?

  • Faye Oney

    Yes Judy, once you have created the email with the recipients you want to send to, there is a small box at the bottom, that by default, allows everyone to see the recipients and their email addresses. “Uncheck” the box, which will then let you “BCC” the recipients.

  • alexasamuels

    Bonjour, Luc! Did you ever figure out why you couldn’t see the relationship tab? I was working with a client today who has a Job Seeker membership, and we weren’t able to see the tab on any of her connections. I would look at the same profiles through my account (free member) and could see the relationship tab. Searching for answers I found this thread.

    Anyone else have this issue?

  • Did LinkedIn remove the reminders? I can set one but I can’t find where it reminds me.

  • anaescarpenter

    Hello, thanks for this practical information.
    * Do you know if this feature is available on the smartphone app of Linkedin? I can’t find it and it would be very practical at networking events.
    * When looking for a specif person: How do you search and where, the tags assigned to that person?
    Many thanks in advance,
    Ana

  • Grace Duffy

    The reminders should appear a the top of your Notification, which can be accessed from “My Network” and then from “Connections” or emailed to you as part of your updates.

  • Grace Duffy

    This feature is not available in the LinkedIn app. The goal was to make the apps a quicker, more streamlined version of the desktop version so this tab was omitted.

    The search feature can be found at the top of the app, immediately after you log in. From there you can search by name, company, job function, etc.

  • anaescarpenter

    Thanks for your reply