On your lead and contact pages, you will need to ensure the custom-managed Sales Navigator member profile has been added. Using this profile, you will be able to see the following tabs:

• Highlights
• Recent Activity
• Related Leads
• Icebreakers
• Get Introduced
  

To test this feature, complete the following steps:

Verify Embedded Profiles appear on your lead/contact page:

1. View a contact or lead record in Salesforce.
2. Ensure you see the Embedded Profile on the page.
3. Click through the tabs to verify your CRM admin has enabled all experiences.

Save a lead from the member profile view

1. Click Save in Sales Navigator.
   
2. Save to a lead list.
   
3. Confirm the new button says View in Sales Navigator.

Send a message from a member profile

1. Click the three dots to the right of a lead.
   
2. Click Message.
3. Type out a test message and click Send.

To ensure that Embedded Profiles appear on an account/opportunity page:

1. View an account or opportunity record in Salesforce.
   
2. Ensure you see the Embedded Profile on the page.
   
3. Click through the tabs to verify your CRM admin has enabled all experiences.

Verify single-column view Vs. full page width works for Company Profile

1. Go to your page layout on an account and/or opportunity page.
   
2. Ensure you have a section for full width components and one for single column.
   
3. Add the Sales Navigator Custom-Manager Company Profile component to the full width section.
   
4. Add the Sales Navigator Custom-Manager Company Profile component to the full single-column section.
   
5. Save your changes and exit the page layout.
   
6. Verify that the company profiles are appearing.

1. Ensure you are on the Overview tab.
   
2. Click Show full summary on Account IQ.
   
3. Verify you are taken to the company page within Sales Navigator.

1. Click Save next to a lead.
2. Select the Sales Navigator List you wish to save to.
3. Verify the button now says Saved.

You can perform these steps only if CRM Sync is established.

1. Find a lead that has the not in CRM badge and click on it.
   
2. Click Create Record.
   
3. Click Create.
   
4. Verify the badge has turned to show the lead is now in your CRM.

1. Click the Persona filter and select a new Persona.
   
2. Verify that the leads have changed to match the Persona.

Edit Persona from Find Key People

1. Click Edit.
2. Add a new filter input to the Persona.
3. Click Save.
4. Verify your results now match that Persona.

1. Open Relationship Map tab.
   
2. Click the name of your map.
   
3. Click Create new map.
   
4. Name the test map and click Done.
   
5. Verify you see a new blank map appear.

Expand to full view on Relationship Map

1. From the Relationship Map tab, click the expand icon in the top right corner.
   
2. Verify your map will enter into a popup view.

Share a relationship map

1. From the Relationship Map tab, click Share on the upper-right corner.
2. Type in the name of someone on your Sales Navigator contract and select them.
3. Click Send.
4. Verify they received an invite to edit your map.

Complete CRM Bulk Actions with Relationship Map (If CRM Sync Enabled) 

1. Click the Update CRM when it shows at least 1 update.
2. Follow the workflow to update and/or create records.
3. Verify the records have been created.

Changes roles on a lead in the relationship map

1. Click No role on a lead card on your map.
2. Select a role.
3. Verify it has been updated on your lead card.