As a Sales Navigator admin, learn how to activate users faster, manage your account and integrate Sales Navigator with your existing systems, and ensure seller success with Sales Navigator. Guide overview This guide can help you: 1. Assign licenses…

As a CRM or Sales Navigator admin, it’s recommended that you verify your CRM Sync connection in a test environment to ensure everything works as expected before deploying it to your team. Why testing CRM Sync matters Verifying CRM Sync in a test…

If you didn’t renew your previous certificate before March 25, 2020, please follow the instructions below based on your IdP (identity provider) to restore access: If you need further assistance, please contact your account team or your customer…

When you sync your CRM to Sales Navigator, you’ll receive prompts to authenticate and sign in to the CRM during activity writeback. For some features, OAuth authentication is required for users who exist in both your CRM and Sales Navigator. As an…

As an admin with both billing and product admin permissions, you can purchase additional licenses and job slots (LinkedIn Recruiter) for your contract in the LinkedIn Admin Center under the User & License Management page. You can purchase…

As an admin with billing admin permissions, you can purchase additional licenses and job slots (LinkedIn Recruiter) for your contract in the LinkedIn Admin Center under the Contracts & Orders page. You can purchase:Recruiter and Recruiter…

Contact Creation gives you the ability to create a Contact record in HubSpot, Microsoft Dynamics 365, Oracle Sales, and Salesforce from a Sales Navigator Lead Page or Lead List. You must associate a Contact record and can optionally associate to an…

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…

Understand the different levels of CRM Sync permissions required to perform specific tasks in Sales Navigator Advanced Plus. The following table lists the CRM Sync permissions required to perform specific tasks. The following table describes the…

Discover the features available based on the selected CRM Sync permissions. The following table lists which features are available, based on permissions selected. *CRM Sync enablement includes badges, search filters, contact and account information…

Learn how to manage CRM Sync with Sales Navigator, including connecting your CRM, enabling sync features, and configuring settings. You can only sync one instance of Salesforce per Sales Navigator contract. Data is synced daily, once per day…

Sales Navigator includes several AI-assisted features that are turned on by default, including: Account IQLead IQMessage AssistAsk for introSales Assistant and messaging preferences (turned on by default if Account IQ and Lead IQ are turned on) As a…

Sales Navigator includes several AI-assisted features that are turned on by default, including: Account IQLead IQMessage AssistAsk for introSales Assistant and messaging preferences (turned on by default if Account IQ and Lead IQ are turned on) If…

Sales Navigator's AI-powered Sales Assistant streamlines prospecting by delivering pre-screened leads, identifying the best paths in, and drafting personalized outreach. Sales Assistant is turned on by default if Lead IQ and AI for Messaging are…

When you set up a new corporate Sales Navigator license, some users might already have a personal Sales Navigator subscription on their individual LinkedIn account. Learn more about data transfers based on specific scenarios. If your users…

As a Sales Navigator admin, you can use your Admin Settings page to control and manage certain features of your team's Sales Navigator accounts. To access admin settings: From Admin Settings, you can manage the following: Sign in to Sales…

Find answers to common questions about CRM Sync permissions in Sales Navigator. Learn moreSales Navigator CRM Sync PermissionsFeatures based on CRM Sync permissionsTechnical and security information for Lead/Contact creation and Data Validation To…

By default, all Advanced and Advanced Plus Sales Navigator users can add products and services that personalize their Account IQ insights and Message Assist drafts. As an admin, you can choose to restrict users on your account from adding their own…

As an admin, you can choose whether users on your account can add their own products and services to personalize their Account IQ insights and Message Assist messages. Product and service personalization allows Sales Navigator users to more…

Product and service personalization allows Sales Navigator users to more effectively research companies, find the right people to contact, and engage in meaningful conversations. As an admin, you can edit shared products and services that all users…

Product and service personalization allows Sales Navigator users to more effectively research companies, find the right people to contact, and engage in meaningful conversations. As an admin, you can delete shared products and services that you or…

Product and service personalization allows Sales Navigator users to more effectively research companies, find the right people to contact, and engage in meaningful conversations. As an admin, you can add shared products and services that all sellers…