Custom Lists are a great way to organize your workflow, and keep track of leads, accounts, and existing clients. Check out our Custom List tip sheet to make the most of your Custom Lists benefits, including the ability to: Filter lead…

Account and lead tags have been replaced by account and lead Custom Lists, which allow for the same organization tags provided, but with additional benefits. Learn more about Custom Lists, including: The following account and lead tags will be…

The Recently Accepted Connections and InMails list in Sales Navigator is an auto-generated list of leads you need to follow up with, who meet one of the following criteria: Here are some frequently asked questions about this list: Accepted your…

Use Sales Navigator’s custom lists to better organize and prioritize your saved leads and saved accounts. To view a list: When viewing prospects, you can view 2,500 connections on your search results page. To create a new list: You can create a new…

You can upload account information or your book of business into Sales Navigator in one of the following ways:From the homepageFrom the Account lists tab To create an account list in Sales Navigator using a CSV file from the Account lists tab:…

Lists are a great way to monitor and manage your leads. You can sort and manage large lists by organizing your leads based on the following: To sort your lead lists: Related tasks Learn more Name Account Outreach Activity Date added Sign in…

You can create an account list by uploading a list of accounts from a CSV file. Here are some frequently asked questions about creating accounts lists using CSV files. Related tasks: Learn more: The speed at which your list matches and…

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…

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…

You can upload account information or your book of business into Sales Navigator using a CSV file in one of the following ways: From the homepage From the Account lists tab To upload your book of business into the My Current Accounts list from the…

After you upload an account list using a CSV file, a matching process is initiated. All matched accounts appear in your account list and will display a Match Confidence Score between 1-5. Accounts that were not matched will have a score of 0. After…

You can create an account list in Sales Navigator by uploading a list of accounts from a CSV file.  A few things to keep in mind when uploading a CSV file: Misspellings and spacing can impact your results. LinkedIn, LinkedInn…

Lists are a great way to keep track of your leads and accounts, organize your workflow, and interact with new and existing clients. As a sales professional, you can access many features under Sales Navigator Lists to help you prioritize and manage…

The New Executives at Saved Accounts list is an auto-generated list that highlights executives of Chief Experience Officer (CXO) and Vice President (VP) designations who have joined a new company in your saved accounts in the past 3 months. Here are…

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…

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…

Advanced Plus customers can now view CRM opportunity information right in Sales Navigator to understand status and identify team collaborators to help focus on the accounts that matter. To get started with CRM Opportunities in account lists, please…

Custom lists help teams organize their saved leads and accounts, and sharing these custom lists is a great way to contact and advance these relationships while collaborating with other users. Custom lists allow you to: Here are some frequently asked…

With Outreach Activity in Account lists, you can view a complete history of your interactions with an account on LinkedIn. This includes: Connection requests: Sent date and date of Accept response. InMail and Message activity: Sent date and date of…

You can prioritize your accounts manually, based on several sales insights and mark priority accounts that you’d like to focus on. You can then filter your priority accounts so they appear at the top of the account list. Sign in to Sales…

When a custom list is shared with you, you can take ownership of the list and copy, save, and remove the list by accessing your Lists Hub. You can manage these shared lists with ease, collaborate with other users, and organize and track your leads…

Custom lists are a great way to organize your workflow and monitor your leads and accounts. You can now manually match a saved lead to an account and ensure that the lead associates with the selected account in your lead and account lists. You can…

A custom list description provides brief information about what to expect from a lead or account list. As a custom list owner, you can create and edit list descriptions before sharing the lists with collaborators. If a list is shared with you and…

As a collaborator on a custom list that’s shared with you, you can now view a list of all collaborators on that list. You can also use the custom list based on the can edit or can view access granted to you by the list owner.To view a list…