From the course: Integrate LinkedIn Sales Navigator with Your CRM
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Save a contact to Sales Navigator
From the course: Integrate LinkedIn Sales Navigator with Your CRM
Save a contact to Sales Navigator
- [Gini] If you spend part of your time working in Salesforce and another part of your time working in Sales Navigator, even if it's a small amount of time, it's useful to save your leads at least in Sales Navigator as well. To do that, simply click the save in Sales Navigator button, and if you do that you have a choice, either to save it to a custom list, or simply to save it to my saved leads, which is where all saved leads go. In other words, if you save a lead, it will be here, but you can also put it on a custom list. If you wanted to create a new list you could, and you do that simply by clicking the button. So if I wanted to create a new lead list, I'm going to create a new lead list for museums and galleries, because we're doing some outreach to museums and galleries. And you might wonder then, do I need to do anything more than press enter? And the answer would be no. In doing that, I've put Antonio on one…
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Sales Navigator for Salesforce2m 55s
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View member profile info from LinkedIn2m 23s
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View a company profile from LinkedIn2m 3s
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View a new lead or contact profile1m 29s
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Send InMail and messages from Salesforce2m 22s
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Save a contact to Sales Navigator1m 29s
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View Salesforce data in Sales Navigator1m 14s
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