How to Share Lead Searches in Sales Navigator

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  • How to Share Lead Searches in Sales Navigator

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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.

Here's how to share a search:

  1. Log in to Sales Navigator
  2. From the home page, click on Lead Filters or enter specific leads into the search bar.
  3. On the Search page, after refining your results, click on Share Search located at the bottom left corner of the page.
  4. In the pop-up, select one or multiple recipients, add a personal note, and click Done.
  5. Recipients will receive an alert with the shared lead search and its pre-populated filters.

 

How do I share a lead search in Sales Navigator?

Log in, refine the search results, click on Share Search, select recipients, add note and click Done.

Can multiple recipients receive a shared lead search in Sales Navigator?

Yes, recipients receive an alert with pre-populated filters when the lead search is shared with them.

What are the steps to refine a lead search in Sales Navigator?

Start from the home page, click Lead Filters or enter specific leads into the search bar, and refine the results on the Search page.

Can I add a personal note when sharing a lead search in Sales Navigator?

Yes, a personal note can be added when sharing the lead search through a pop-up in Sales Navigator.

Is Sales Navigator a useful tool for individual lead searches or team collaboration?

Both, Sales Navigator can be used for individual lead searches or team collaboration with its sharing feature.


Author: Valeria / Updated 24 may