Leads and Accounts
Account IQ enables you to access powerful account insights, with a single click. Rather than searching across the web for relevant company insights and get up to speed quickly, Account IQ will provide an easy access summary of key information at a…
Buyer Intent and Leads and Accounts
Sales Navigator surfaces lead recommendations based on your activity and buyer intent signals to help you identify new prospects and further build your lead list. You can view lead recommendations in the following places in Sales Navigator: Related…
Leads and Accounts
While reviewing information in Sales Navigator, if more recent information on a contact or a lead is found, or if details such as job title, and account are missing, you can trigger an update of the information in your CRM directly from within Sales…
Leads and Accounts
With Relationship Maps, you can now visualize and identify account gaps and opportunities to influence the people who matter the most to your deals at your accounts. Relationship Maps offer a centralized and consolidated place to store, update, and…
Leads and Accounts
Relationship Maps offer a centralized and consolidated place to store, update, and share account information with your colleagues. Relationship Maps replace the Account map feature in Sales Navigator. Please review the following frequently asked…
Leads and Accounts and Search
Search is a central part of the Sales Navigator experience. As part of our commitment to improving customer experience with Sales Navigator, Search has been reconfigured to reduce the time it takes to find successful results. The Search page in…
Buyer Intent and Leads and Accounts
Product Category Buyer Intent allows you to find leads or buyers who are searching for a product that is similar to your own and allows you to identify which specific product a buyer is interested in. Sales Navigator allows you to create new product…
Buyer Intent and Leads and Accounts
Product Category Intent is the next stage of Buyer Intent data in Sales Navigator. Unlike Buyer Intent data, which is tied to the company, Product Category Intent is tied to categories, giving sellers a lead on opportunities that are potentially…
Buyer Intent and Leads and Accounts
Account Hub in Sales Navigator combines account insights, buyer intent and relationship intelligence into a single dashboard for you to use in your day to day workflows, and enables you to accurately and efficiently prioritize the accounts that you…
Leads and Accounts
Account Hub is the single place sellers and account managers need to easily manage their book of business and key accounts, helping them to focus on the right opportunity at the right time. Account Hub has all the necessary information sellers need…
Leads and Accounts
Using the Relationship Explorer, sellers can uncover hidden allies and supporters, find warm paths in, and multi-thread to build relationships with multiple buyers, all otherwise hidden and unbeknownst without the feature. Relationship Explorer…
Leads and Accounts and Buyer Intent
An Account Page allows users to get a deep understanding of an account by leveraging real-time trends and insights, all in one place. The Account Page can help you prioritize your leads/contacts and identify whether an account is at risk…
Leads and Accounts
A Lead Page or Lead Panel gives you a comprehensive view of all information you'll need about a lead or prospect, to stay up-to-date about them and engage effectively.For every lead, you’ll see Spotlights (insights) like recent job changes, posted…
Leads and Accounts
When a lead has changed companies and no longer works at their associated account, the Left Account flag will appear next to the lead in all Lead lists and Relationship maps. You’ll have the ability to edit and update the account immediately in the…
Leads and Accounts
While searching for accounts in Sales Navigator, you often apply search filters that match your criteria and give you valuable search results. You can now save these account searches directly in Sales Navigator, and revisit them at a later date. To…
Leads and Accounts
With Sales Navigator Alerts, you receive relevant insights about sales-specific activities regarding your saved leads and accounts. This makes it easier for you to build and maintain relationships in Sales Navigator. By default, the All alerts …
Leads and Accounts and Search
You can use the Search functionality in Sales Navigator to locate leads and accounts that are relevant for your company. The new collapsible two-paneled search view, the intuitive grouping of filters, and the live updating of results make it easier…
Leads and Accounts
Each LinkedIn account is allotted a limited number of invitations. Limiting the number of invitations protects recipients from receiving excessive connection requests. It also protects your experience, as networks over 15,000 connections will affect…
Leads and Accounts and Search
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 and Accounts and Lists
Telling Sales Navigator which accounts you are focused on supercharges the platform. This is the most effective way to extract value via relevant insights like real time alerts, intent signals, smarter search results, and more. People who save at…
Leads and Accounts
If an admin has turned on auto-save, users can set the rules for what is automatically saved to the following auto-generated lists: Auto-Generated: My CRM Leads and Contacts Auto-Generated: My CRM Accounts. Available account…
Lists and Leads and Accounts
A Champions List in Sales Navigator provides you with a list of past customers associated with closed-won opportunities, who now work at new companies in your book of business. Under the Lead Lists tab, you can view Champions Lists, called Past…
Leads and Accounts and Search
To help you identify leads that match your target buyer, you can create Personas in Sales Navigator. By creating and using Personas, you can quickly zero-in on the right leads in an account. You can create a Persona in Sales Navigator by function…
Leads and Accounts and Search
To help you identify leads that match your target buyer, you can create Personas in Sales Navigator. By creating and using Personas, you can quickly zero-in on the right leads in an account. You can create a Persona in Sales Navigator by function…
Leads and Accounts and Search
To help you identify leads that match your target buyer, you can create Personas in Sales Navigator. By creating and using Personas, you can quickly zero-in on the right leads in an account. You can create a Persona in Sales Navigator by function…
Leads and Accounts
Relationship Explorer surfaces up to eight of the most relevant leads at an account based on the users chosen target Persona. There are 12 different insights, referred to as Spotlights similar to those in Search, that will surface on the leads in…
Leads and Accounts
The Relationship Explorer is a Sales Navigator feature that surfaces lead recommendations that help you find the best path in or a potential hidden ally at an account. Review these frequently asked questions to learn more about Relationship…
Leads and Accounts and Buyer Intent
With the Alerts feature on your Sales Navigator homepage, you can view notifications about your saved leads and accounts with ease. All notifications about your leads and accounts appear in the Alerts feed, with suggested actions like “Learn more”…
Leads and Accounts
To save a lead from LinkedIn.com, you'll need to find the lead on LinkedIn, then access their profile in Sales Navigator. When you save a lead in Sales Navigator, you can view their profile even if you aren't connected and view their updates as…
Leads and Accounts, Lists, and Buyer Intent
The Recommended Leads list in Sales Navigator provides you with an auto-generated list of up to 100 recommended leads, giving you more lead suggestions that you may not have found otherwise. This list is generated based on your past activity and…
Leads and Accounts
We currently don't offer the option to export account and lead information from Sales Navigator into a CSV or XLS file. However, if you're a Sales Navigator Advanced Plus user, you can sync all of your information regarding leads and accounts…
Lists and Leads and Accounts
An At-Risk Opportunities List in Sales Navigator provides valuable and actionable insights into which open opportunities may be at risk as a result of a contact leaving an organization. This list is auto-generated and requires CRM sync to be…
Leads and Accounts
You can quickly and easily keep track of prospective leads through Sales Navigator. Saving a lead helps facilitate opportunity by surfacing important updates and similar leads directly on your Sales Navigator homepage. In Sales Navigator, the…
Admin and Leads and Accounts
Sales Navigator admins can enable lead creation for Salesforce and Microsoft Dynamics 365 sales users, so users can add new lead records to their CRM directly from Sales Navigator. This helps them streamline their workflows and increases…
Leads and Accounts
Lead Creation allows you to add a lead record directly in Salesforce and Microsoft Dynamics 365 sales. With this feature, you can streamline your day-to-day workflows and spend time on key selling activities to boost your productivity. To add a…
Leads and Accounts
Email alerts for a saved lead’s activities notify you whenever a saved lead has viewed your profile. You’ll receive an email immediately after a lead has viewed your profile, and the email will include relevant growth information about their…
Leads and Accounts
To view saved leads from the My saved accounts page: Keep in mind that anytime you save a lead, the company affiliated with that member is automatically saved as an account. Your lead’s associated account is visible in Lists, even if you haven’…
Leads and Accounts
Click Lead Lists then My Saved leads at the top of your Sales Navigator homepage to view leads you've saved from both Sales Navigator and LinkedIn.com. On your saved leads page, you can use the search box in the upper left corner…
Leads and Accounts
If you're seeing irrelevant lead/account alerts, you can mute these within your lists. To mute an individual lead or account: To mute leads or accounts in bulk: Log into Sales Navigator and click Lists. If you're muting a: Lead: Click the…
Leads and Accounts
Once you save a lead or save a company as an account in Sales Navigator, you'll be able to see real-time insights such as lead recommendations and company news right in your Sales Navigator homepage. After saving a lead/account, you can unsave it at…
Leads and Accounts
An account is a company important enough that you want to see updates in news, lead recommendations, and connections. You can keep track of your saved accounts on your homepage, account detail pages, and via email notifications.Learn more by…
Leads and Accounts
When you share a custom lead or account list, you will now have the ability to assign Edit or View permissions to the specific collaborator on the List.List collaborators with Edit permissions will be able to: List collaborators with View…
Leads and Accounts
We’re constantly looking to improve the quality of your Sales Navigator user experience. This sometimes means removing features that are redundant or time consuming. Due to this, the Import connections option is no longer available in…
Leads and Accounts
Custom Lead Lists are a great way to track the status of your communication with leads. You can keep track of leads you’ve already reached out to, leads who have responded, and prioritize your upcoming leads. With the Outreach Activity column, you…
Leads and Accounts
With the notes feature in Sales Navigator, you can keep a record of relevant information and action items for important leads and accounts. To manage notes for an account in Sales Navigator: To manage notes for a lead in Sales Navigator: To…
Leads and Accounts
Suggested leads was a feature previously available on your Sales Navigator homepage. You could find it below the Filter your updates tab in the left rail of the page.We’re constantly looking for ways to improve your Sales…
Leads and Accounts
The Best Path In feature in Sales Navigator will alert you to any connections you have with your lead or prospect, including TeamLink connections, shared 1st degree connections, personal, educational, or professional connections, and any…
Leads and Accounts
Suggested accounts may be presented to you during onboarding the first time you sign in to Sales Navigator. This feature helps you build an initial list of relevant accounts by suggesting accounts that you may already be selling to. To make these…