How to Save a Search in Sales Navigator

Nicolas Fernandez
🦁 Expert Growth, Outbound & AI : +10k meetings booked | 153 customers

Hey there! Struggling with how to save a search in LinkedIn Sales Navigator? You're not alone. As a sales manager aged between 25 and 40, making the most of Sales Navigator can seriously boost your lead generation game.

In this guide, we'll cover:

  • Step-by-step instructions to save your search
  • How to refine your search for better results
  • Tips on receiving alerts for saved searches

By the end, you'll be navigating Sales Navigator like a pro, ready to connect with high-quality leads.

How to save a search in Sales Navigator?

Alright, let's dive in. Saving a search in Sales Navigator is super straightforward. Here's how you can do it:

  1. Tap the search bar: At the top of your screen, you'll find the search bar. Click on it to start.
  2. Search in Sales Navigator: Enter the keywords or criteria for the leads or accounts you're interested in.
  3. Apply filters: Use the advanced search/filters on the left to narrow down your results.
  4. Save search button: Once your results are up, click on the save search button located in the top right corner.
  5. Name your search: Give it a memorable name so you can easily find it later.

And that's it! You've successfully saved your search. You can access it anytime from the saved searches tab.

Pro Tip: Regularly updating your saved searches ensures you always have fresh leads to work with.

What are saved searches in LinkedIn?

So, what's the big deal about saved searches in Sales Navigator? Essentially, they're a way to store your search criteria, so you don't have to set up the same search every time. Here's why they're valuable:

  • Saved search criteria: Keep your specific filters and keywords intact.
  • Time saver: Quickly access your most effective searches without re-entering parameters.
  • Stay updated: Get notified when new leads match your criteria.

All your navigator saved searches are stored in the saved searches tab, making it easy to manage and access them whenever you need.

Pro Tip: Customizing your saved search criteria to match your Ideal Customer Profile (ICP) enhances lead quality.

How to refine a search in Sales Navigator?

Need to fine-tune your search to get better results? Here's how to refine your search:

  1. Apply filters: On the left panel, you'll find various search/filters. Use them to narrow down your search.
  2. Lead and account: Decide whether you're searching for individual leads or accounts.
  3. Match your criteria: Adjust filters like industry, company size, and job title until you get the desired results.

By refining your search, you ensure that you're connecting with leads who are more likely to convert.

Pro Tip: Utilize boolean search in the search bar for more specific results.

How to receive alerts for saved searches?

Want to stay in the loop without constantly checking Sales Navigator? Here's how to receive weekly email alerts for your saved searches:

  1. Go to the saved searches tab on the left.
  2. Find the search for which you want to get notifications.
  3. Toggle receive alerts: Switch the alert option to "On".

Now, you'll be notified via email whenever there are new leads that match your criteria. It's an effortless way to keep your pipeline fresh.

Pro Tip: Only enable alerts for your most critical searches to avoid inbox overload.

How to access saved searches?

Need to revisit a search? Here's how to access saved searches:

  1. Sign in to Sales Navigator and look at the left panel.
  2. Click on the saved searches tab.
  3. Click saved searches: Select the search you want to revisit.

You're now back to your customized search, ready to connect with potential leads.

Pro Tip: Organize your searches by naming them based on specific campaigns or target markets.

How to use filters in Sales Navigator?

Filters are the key to unlocking highly targeted leads. Here's how to make them work for you:

  1. Apply filters: Click on "All filters" for the advanced options.
  2. Define your ICP: Use filters like geography, industry, and company size to zero in on your Ideal Customer Profile.
  3. Save your search: Don't forget to save after refining to preserve your settings.

By effectively using filters, you ensure that you're spending time on leads who are most likely to convert.

Filter TypeDescription
Company SizeTarget businesses of a specific size.
IndustryFocus on particular sectors.
LocationConcentrate on leads in certain areas.
Pro Tip: Consistently refining your filters keeps your searches aligned with evolving market trends.

There you have it! With these tips, you're well on your way to mastering Sales Navigator. And remember, tools like Pronto can further enhance your lead generation efforts by integrating seamlessly with Sales Navigator.

If you're interested in extracting emails efficiently, a sales navigator email scraper might be just what you need.

Want to dive deeper? Check out how to use LinkedIn Sales Navigator for lead generation.

Need to clean up your searches? Learn how to delete saved searches in Sales Navigator or how to delete search history in Sales Navigator.

By leveraging these strategies, you're not just searching—you're strategically connecting with the right people to propel your sales forward.

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