How to Share a Lead List in Sales Navigator

Ever been stuck wondering how to share lead lists in Sales Navigator with your team? You're not alone. It's a common hurdle for many sales professionals looking to collaborate effectively. But don't worry, I've got you covered. In this guide, I'll walk you through the process step-by-step so you can start sharing and making the most out of your custom lists in Sales Navigator.

• Learn how to share lead lists seamlessly.
• Discover the benefits of using Sales Navigator for lead generation.
• Get tips on managing shared lists and using advanced search features.

How to share lead lists in Sales Navigator?

So, you've got a great lead list in Sales Navigator, but you're not sure how to share it with your team members. Sharing lead lists is essential for effective collaboration in sales. Here's how you do it:

1. Sign in to Sales Navigator and navigate to your saved lead lists in the navigation bar.
2. Select the specific list you want to share.
3. Click on the Share button located at the top right corner of the lead list page.
4. In the pop-up box that appears, enter the names or email addresses of the team members you want to share the list with.
5. Choose the appropriate permissions: view or edit access.
6. Click Share, and your custom list is now shared.

Remember, only users with access to LinkedIn Sales Navigator can view or edit the shared list. Sharing your lead lists ensures that all your team members are on the same page and can contribute to the lead generation process.

Pro Tip: Always double-check the permissions settings when sharing to ensure your team members have the right level of access.

What are the benefits of using Sales Navigator?

Sales Navigator isn't just another tool; it's a game-changer for sales professionals looking to boost their lead generation efforts. Here are some powerful features it offers:

• Advanced search capabilities to find specific leads and accounts.
• Ability to create and save custom lists of leads and accounts.
• Receive alerts on lead activity, such as job changes or shared content.
• Access to InMail messages for direct communication.
• Integration with your CRM for seamless data management.

By leveraging these features, you can enhance your lead engagement and close deals more effectively.

Pro Tip: Use Sales Preferences in your settings to tailor lead recommendations that match your ideal customer profile.

How to create a new lead list?

Organizing your leads into custom lists is key to efficient lead management. Here's how to create a new lead list in Sales Navigator:

1. Sign in to Sales Navigator using your email address and password.
2. Navigate to the Lead Lists section from the navigation bar.
3. Click on the Create lead list button.
4. In the pop-up box, enter a unique name and a brief description for your list.
5. Click Create to generate the new list.
6. Start adding leads by using the search feature to find specific profiles and clicking on Save lead.

With your new custom list, you can easily track and engage with saved leads.

Pro Tip: Tag your leads within the list for better organization and quick filtering.

How to manage shared lists?

Effective collaboration requires proper management of shared lead lists. Here's how you can manage them:

Modify Permissions:

1. Open the shared list from your Lead Lists dashboard.
2. Click on the Actions menu (three dots) in the top right corner.
3. Select Manage sharing from the dropdown that appears.
4. Adjust each user's permissions by choosing between view or edit access.
5. Click Save to apply the changes.

Remove Users:

1. In the same sharing settings, locate the user you wish to remove.
2. Click on the Remove option next to their name.
3. Confirm the removal when prompted.

Delete the List:

1. From the Actions menu, select Delete list.
2. Confirm the deletion. Note that this action cannot be undone.

Managing your shared lists ensures that sensitive lead information is only accessible to authorized team members.

Pro Tip: Regularly audit your shared lists to keep your lead data secure and up-to-date.

What is the process for exporting lead lists?

Exporting your lead lists allows you to use the data outside of Sales Navigator. Here's how to export them:

1. Open the desired lead list from your Lead Lists dashboard.
2. Click on the More button (three dots) in the top right corner.
3. Select Export list from the dropdown menu.
4. In the dialog box that appears, choose the data fields to include.
5. Select the file format, usually a CSV file.
6. Click Export, and the file will download to your computer.

This exported data can be imported into your CRM or used for other sales and marketing activities.

Pro Tip: Need more advanced exporting options? Check out the best sales navigator scraper at Pronto.

How to use advanced search in Sales Navigator?

The advanced search feature in Sales Navigator helps you find specific leads and accounts efficiently. Here's how:

1. Click on the Advanced link next to the search bar at the top.
2. Choose whether to search for Leads or Accounts.
3. Use the variety of filters available, such as company size, industry, location, and degree connections.
4. Click on Search to see the search results.
5. Save relevant leads to your custom lists by clicking on Save lead next to their profiles.

Using the advanced search ensures that you're targeting leads who are more likely to convert.

Pro Tip: Save your search criteria for quick access in the future.

How to receive alerts for lead activity?

Staying updated with your lead's professional activities can make all the difference. Here's how to receive alerts for lead activity:

1. Go to your Settings by clicking on your profile picture in the top right corner.
2. Select Communication Preferences.
3. Under Sales Navigator Alerts, choose the types of notifications you wish to receive, such as job changes, company updates, or shared posts.
4. Decide on the delivery method: in-app, email, or mobile app notifications.
5. Click Save to update your preferences.

Now, you'll be notified of any significant changes, allowing you to engage your leads promptly.

Pro Tip: Use these alerts as conversation starters to build stronger relationships with your leads.

Additional Tips and Best Practices

To make the most out of Sales Navigator and your lead lists, consider the following:

• Organize your leads using tags and notes within your custom lists.
• Collaborate by sharing insights with your team members directly through Sales Navigator Inbox.
• Utilize InMail messages to reach out to leads outside of your immediate network.
• Keep your lead lists up-to-date by regularly adding or removing leads as needed.
• Monitor your saved leads and accounts for new opportunities.

By integrating these practices, you can enhance your social selling efforts and drive better results.

Pro Tip: Consider using tools like Pronto to streamline your lead generation and data management processes.

Conclusion

Mastering the art of sharing and managing lead lists in LinkedIn Sales Navigator is crucial for today's sales professionals. By effectively utilizing features like advanced search, setting up alerts, and collaborating with your team members, you can take your lead generation efforts to new heights.

Remember, tools like how to create a list in LinkedIn Sales Navigator can further enhance your experience by simplifying the process of building and managing your custom lists.

Ready to take your sales game to the next level? Start leveraging Sales Navigator today and watch your lead engagement soar.