Tagged in “Admin”

11 articles
  • Restricted data mode for CRM opportunity data

    Admin and Sync your CRM

    As a CRM admin in Sales Navigator, you control who can view opportunity data in your CRM. You can use the Restricted data mode option under CRM settings to restrict viewing opportunity data. By enabling this option, you are making opportunity data…

  • LinkedIn Admin Center for Sales Navigator

    Admin, Admin Center Billing, and Admin Home

    LinkedIn Admin Center is a new, self-serve tool that allows you to manage your purchases in one central location—without having to reach out to a sales or support representative. With LinkedIn Admin Center, you can:    Admin users can…

  • Sales Navigator CRM Sync Permissions

    Admin, Sync your CRM, HubSpot and Sales Navigator, Microsoft Dynamics and Sales Navigator, and Salesforce and Sales Navigator

    Following are the CRM Sync permissions that are required to perform specific tasks: The following table describes the objects for each CRM that require access: Learn more Please review the following frequently asked questions about CRM Sync…

  • Sales Navigator cancellation and data transfer for admins FAQ

    Admin, Data and Privacy, Subscription Billing, and Recruiter Lite

    When you set up a new corporate Sales Navigator license, you might find that some users already have a personal subscription on their individual LinkedIn account. They have the option to keep or cancel the subscription. In the sections below, learn…

  • Sales Navigator Admin Settings for CRM

    Admin

    As a Sales Navigator admin, you can manage your CRM sync with Sales Navigator through the Admin Settings page.  To access your CRM Admin Settings: During the initial CRM connection, you must enable the following sync functionalities to…

  • Enable automatic logging of InMails and messages to CRM

    Admin and Sync your CRM

    If you are a Sales Navigator admin, you can now enable a setting that will automatically require all LinkedIn messages and InMails sent via Sales Navigator to be logged to your CRM if CRM Sync is set-up. Related tasks Sign in to Sales Navigator…

  • Install the Sales Navigator app package for your CRM

    Admin, Salesforce and Sales Navigator, Sync your CRM, Microsoft Dynamics and Sales Navigator, and HubSpot and Sales Navigator

    To embed Sales Navigator’s impactful data, insights, and features directly into your CRM, your CRM admin will need to install the app package for Sales Navigator if you're on Salesforce or Microsoft Dynamics. After the app package is installed, you…

  • Assign a TeamLink Extend license

    Admin, Account Center, People Management, and Sales Navigator TeamLink

    TeamLink Extend seats allow companies to increase the size of their TeamLink network by adding the networks of members who don't need full Sales Navigator seat capabilities. TeamLink Extend is only available on Sales Navigator Advanced and Advanced…

  • Set up Buyer Intent for Sales Navigator Advanced purchased online

    Admin and Buyer Intent

    If you or your team purchased a Sales Navigator Advanced subscription online, you will need to set up the Buyer Intent feature for your account.Before you begin, ensure that the following prerequisites are met:You are a Sales Navigator Admin.Your…

  • Enable Contact Creation and Create New Contacts

    Microsoft Dynamics and Sales Navigator, Admin, and Salesforce and Sales Navigator

    Contact Creation gives a user the ability to create a Contact record in Salesforce and Microsoft Dynamics 365 from a Sales Navigator Lead Page or Lead List. Users must associate a Contact record in Salesforce to an Account record in Microsoft…

  • Sales Navigator Administrator Privileges

    Admin

    Sales Navigator account admins are able to complete the following tasks: Grant and remove admin privileges for other seat holders Add or remove seat holders Access, view, and filter Sales Navigator usage reports Manage certain settings for your…