As a Sales Navigator user, you have the ability to use various search filter refinements to locate leads or accounts. With this feature, you can easily share your lead searches with your colleagues within Sales Navigator, making it a convenient tool for individual search efforts or team collaboration.
Log in, refine the search results, click on Share Search, select recipients, add note and click Done.
Yes, recipients receive an alert with pre-populated filters when the lead search is shared with them.
Start from the home page, click Lead Filters or enter specific leads into the search bar, and refine the results on the Search page.
Yes, a personal note can be added when sharing the lead search through a pop-up in Sales Navigator.
Both, Sales Navigator can be used for individual lead searches or team collaboration with its sharing feature.