If you leave your existing Sales Navigator corporate account to move to a different dashboard within the same company, or to a different corporate account, you can transfer data from between the original and destination dashboards.
This may be between multiple dashboards within the same company, or between two dashboards in two different companies.
The following table describes data that can and can’t be transferred between two corporate accounts.
| Transferrable to new dashboard | Non-transferrable to new dashboard |
|---|---|
| Saved leads | Usage reporting |
| Saved accounts | Tags |
| Personal Customer lists (shared lists not included) | Account maps |
| Saved searches | Sales Navigator Coach levels |
| Inbox, including InMail messages sent and received in Sales Navigator | Shared custom lists |
| InMail credits | Admin settings |
| Smart Links | Bookmarked alerts |
| User preferences for Sales and Email | Personas |
| Profile unlock credits | |
| SSI score | |
| Notes |
If you plan to keep your original license, please note that message history will no longer appear in your original license after the transfer is complete.
To transfer data between two dashboards within a company:
Sign in to Sales Navigator.
Click the
When asked what you need help with, select Something else.
You will be prompted to answer a few more questions such that the support agent can have adequate information to help you.
When prompted, enter information that you would like to transfer data between two dashboards within a company. Be sure to include the following details:
LinkedIn support will respond and send the Transfer Agreement via DocuSign.
After the completed form is received, LinkedIn Support processes the data transfer.
An email is sent to you confirming that the data transfer is complete.
This process can take up to 24 hours to complete.
To transfer data between two companies:
Sign in to Sales Navigator.
Click the
When asked what you need help with, select Something else.
You will be prompted to answer a few more questions such that the support agent can have adequate information to help you.
When prompted, enter information that you would like to transfer data between two companies. Also include the following information:
LinkedIn support will respond and send the Transfer Agreement via DocuSign.
Once the authorized company signers of the original dashboard sign the agreement, it will route to the destination company signer for countersignature.
After the completed form is received, LinkedIn Support processes the data transfer.
An email is sent to you confirming that the data transfer is complete.
This process can take up to 24 to 48 hours to complete.
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