The Sales Navigator homepage aims at improving your Sales Navigator experience by providing on-time, relevant, and actionable sales insights. It also provides you with easy access to features that will help you accelerate your sales processes and workflows.
Following are the sections available on the Sales Navigator homepage:
The top pane on the homepage includes the following tabs:
- Home - Takes you back to the homepage.
- Accounts - Displays accounts that you have saved and provides you options to discover new accounts.
- Leads - Displays all lead lists that you can work with. The lists are categorized into those owned by you, those that are system generated, and those that are shared with you. From this page, you can also create a new lead list.
- Smart Links - Displays all Smart Links that you have created and shared with other users. You have to be on Sales Navigator Advanced or Advanced Plus to access Smart Links.
- Messaging - Displays your Sales Navigator inbox from where you can send messages and InMails to your leads and 1st degree and 2nd-degree connections.
- Admin - Displays a host of options to manage admin-related tasks in Sales Navigator. This tab is visible only for admin users on Sales Navigator Advanced and Advanced Plus editions.
The upper right corner of the homepage provides you with the following options to access additional information:
- Referral Program - Takes you to the Referral hub from where you can refer a colleague or friend who can benefit from Sales Navigator. This option is visible only if your admin has enabled Referrals.
- Help - Opens the In-product Help Center from where you can search for and view help center articles. You could also access other types of support, such as Chat with Support, Learning Center, and Community.
- Notifications - Opens the Notification panel that displays all important updates or insights on your interested leads, their activity and accounts. Click the
icon to open the panel of notifications. With the introduction of this panel, alerts that were previously displayed on the homepage could move to this panel. For example, notifications on list shares, connection acceptances, and lead profile views are visible in this panel. - Your photo - Displays a dropdown menu with additional options to manage your Sales Navigator account.
Below the top pane, you have the Search bar along with the options to select Account and Lead filters. You can also quickly access the searches that you have saved in Sales Navigator and view the personas that are available for you to use.
The main section of the homepage is categorized into the following sections:
- Highlights for you - Displays important updates for your interested leads and accounts. Use the Previous and Next options to view all highlights.
- All alerts and Bookmarked alerts - Displays alerts on leads' activity and accounts that you are interested in. You also have a range of filtering options available to you that help you zero-in on those alerts that are signficant to you.
- Book of business - Allows you to upload accounts to a list, and designate that list as your key accounts list. This is the most effective way to extract value via relevant insights like real time alerts, intent signals, smarter search results, and more.
- Personas - Displays personas that are available for you to use in Sales Navigator. Personas help you identify leads that match your target buyer. By default, two personas are available in Sales Navigator, and you can create an additional three personas to use.
- My priority accounts - Displays key insights for you on accounts that you've recently saved or starred as High priority.
- Your Sales Navigator Coach - Displays core workflows and new features that you can leverage to improve your sales workflows and processes.
