As a Sales Navigator user, you can leverage a combination of search filter refinements to find a lead or account. You can share these lead searches with your colleagues directly in Sales Navigator. This feature is very useful if you’re searching for leads individually or by collaborating with a team.
To share a search:
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Sign in to Sales Navigator.
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From the home page, click Lead filters or enter specific leads into the search bar.
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On the Search page, after you have fine-tuned the search results, click
Share search. -
In the subsequent pop-up, select one or multiple recipients, add a personal note, and click Done.
The recipients will receive an alert when the lead search with pre-populated filters is shared with them.
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