How to Use the LinkedIn Connections Dasboard · AI for LinkedIn

Joe Apfelbaum

Feb '25 • evyAI Q&A

How to Use the LinkedIn Connections Dasboard

I got a question from

@Greg Barber

on how to use the LinkedIn Connections Dashboard. Here is a 7 minute video where I talk about that among other things.

Feel free to watch what I answered him.

>> How to Maximize Your LinkedIn Network Using evyAI: A Complete Guide

Are you sitting on thousands of LinkedIn connections but not sure how to leverage them effectively? This guide will walk you through using evyAI to transform your LinkedIn network into meaningful business relationships.

Understanding Your LinkedIn Connections Dashboard

When you log into evyAI, you'll find two main sections:

1. Saved Profiles

2. LinkedIn Connections Dashboard

The LinkedIn Connections Dashboard provides a comprehensive view of your network, displaying:

- First names

- Last names

- Positions

- Companies

- Connection dates

- Additional relevant information

Step-by-Step Process for Network Analysis

Step 1: Identify Known Connections

Begin by reviewing each connection and marking those you personally know:

- Go through your entire connections list

- For each person you recognize, mark "yes" in the appropriate field

- Skip those you don't recognize for now

- Take your time with this process, especially if you have thousands of connections

Step 2: Filter and Strategize

Once you've identified your known connections:

1. Click the filter button at the top of the dashboard

2. Create a filter to show only people you know

3. Begin categorizing these connections as:

- Strategic contacts

- Prospects

- Centers of influence

- Referral partners

Step 3: Engagement Strategy

For known connections:

1. Click on their profile

2. Review their information

3. Take action:

- Send them a direct message

- Check their contact info for phone numbers

- Make direct calls

- Book meetings

*Pro Tip: Focus on the "low-hanging fruit" - people who already trust you but haven't heard from you recently. Even if you have 8,000 connections, starting with 800 known contacts you haven't spoken to recently can yield significant results.*

Finding New Connections

Search Strategy

1. Use LinkedIn's search function

2. Search for specific titles in your target market

3. Filter by second-degree connections

4. Narrow by location if needed

*Recommended Goal: Connect with at least 20 new people daily*

Using evyAI's Save Profile Feature

How to Save Profiles:

1. Navigate to the person's profile

2. Look for the "save profile" button

3. Click to save to evyAI

4. Verify by checking your saved profiles at evyai.com

Managing Lists

1. Add profiles to lists either through:

- LinkedIn dropdown menu

- evyAI interface using the three-dot menu

2. Create and manage different lists for various profile types

3. Access list management through the "manage lists" option

Advanced Filtering Tips

Filter by Connection Year:

1. Use the year filter

2. Select specific years to view connections

3. Review connections chronologically

4. Organize your outreach by connection vintage

This approach allows for:

- More organized review process

- Manageable chunks of connections

- Better time management

- Targeted outreach strategies

Best Practices for Implementation

1. Start with the Recognition phase

2. Move to Strategizing

3. Finally, focus on Prioritization

4. Create weekly target lists of 100-200 people

5. Develop a consistent outreach schedule

Additional Resources

- Attend monthly strategy sessions (2 hours per month)

- Participate in weekly accountability meetings

- Access the Engaged Leaders Community

- Review the Business Networking OneSheet in the school community

Next Steps

1. Begin reviewing your LinkedIn Connections Dashboard

2. Identify known connections

3. Create your initial target list

4. Set up your first outreach campaign

5. Track your progress and adjust strategies as needed

Remember: The key to success is not just having connections, but actively engaging with them in a meaningful way. Use evyAI to transform your LinkedIn network from a passive list into an active business development tool.

Join our strategy sessions to learn more about customizing your approach and taking your business networking to the next level.

Frequently Asked Questions: Using evyAI with LinkedIn

What's the first thing I should do with my LinkedIn Connections Dashboard?

Start by reviewing each connection and identifying people you know. Mark "yes" for connections you recognize and skip those you don't know for now.

How do I filter my connections?

Click the filter button at the top of the dashboard to create filters. You can filter by:

People you know
Connection year
Various other criteria to narrow down your search

Managing Connections

How do I determine if a connection is strategic?

After identifying people you know, categorize them as:

Strategic contacts
Prospects
Centers of influence
Referral partners

What's the recommended way to organize my outreach?

Start with 100-200 people per week as your target list. Focus first on people you know but haven't spoken to recently - this is your "low-hanging fruit."

How many new connections should I aim to make?

The recommended goal is connecting with at least 20 new people every day.

Using evyAI Features

How do I save someone's profile to evyAI?

Go to the person's LinkedIn profile
Look for the "save profile" button
Click it to save to evyAI
Verify by checking your saved profiles at evyai.com

How do I organize saved profiles into lists?

You have two options:

Through LinkedIn: Use the dropdown menu Click "add to list"
Through evyAI: Click the three dots menu Select "manage profiles list" Add to your desired list

How do I create and manage lists?

Click on "manage lists" to:

View all your existing lists
Create new lists
Organize profiles by type
Manage your saved profiles

Search and Networking

How do I find new potential connections?

Use LinkedIn's search function
Search for specific titles in your target market
Filter by second-degree connections
Narrow by location if needed

How can I filter connections by year?

Use the year filter in the dashboard
Select specific years (e.g., 2004, 2006, 2007)
View connections from that specific time period
Use this to organize your outreach chronologically

Engagement Strategies

What should I do once I identify someone I know?

You can:

Click on their profile
Send them a direct message
Check their contact info for phone numbers
Make direct calls
Book meetings

How should I prioritize my networking efforts?

Follow this sequence:

Recognition: Identify who you know
Strategize: Determine their potential value to your network
Prioritize: Create your outreach plan
Execute: Begin your outreach campaign

Additional Resources

What support resources are available?

Monthly strategy sessions (2 hours per month)
Weekly accountability meetings
Access to the Engaged Leaders Community
Business Networking OneSheet in the school community

How can I learn more about creating personas in evyAI?

Attend the strategy sessions to learn about:

Creating different personas for different situations
Customizing your approach based on your goals
Using personas effectively in your communications

Where can I find the Business Networking OneSheet?

Go to the Engaged Leaders Community and search for "OneSheet Party" to access all the information about creating your own Business Networking OneSheet.

How often are support sessions held?

Strategy sessions: Monthly (2 hours)
Accountability meetings: Weekly

Best Practices

What's the most efficient way to review my connections?

Break down your review process by:

Reviewing connections year by year
Creating manageable chunks of connections
Setting specific goals for each review session
Following the Recognition, Strategize, and Prioritize framework

How many connections should I focus on at once?

While you might have thousands of connections (e.g., 8,000), start with a manageable number (e.g., 800) of people you know but haven't spoken to recently. This makes the process less overwhelming and more effective.

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