01 - Lead Summary

Easily identify prospects, and manage your interactions with them.

1. Person summary: Quickly scan a person's headline, current and previous roles, locations, connections, and your activity with them.

2. Save: Save a person as a lead to get updates in your Sales Navigator homepage as they change roles, post on LinkedIn, or appear in the news.

3. Contact information: Contact details from the lead's profile are shown in the lead summary, in addition to contact info from your CRM (if available), and any contact information you or your colleagues chose to add manually. These contact details are visible to all teammates on your Sales Navigator contract.

4. Activity: See different activities, such as messages and notes, at a glance.

  • Notes:¬†Take notes on meetings and calls, track action items, document progress, takeaways, and next-steps. Easily copy notes to your CRM by toggling "Copy to¬†link¬†CRM".

5. Tags: Apply tags to group leads in any way that works for you. Group by priority, role in the buying committee, flags for follow-up, etc. 

 

Note: Any actions taken in the Lead Summary (saving a lead, applying notes and tags, editing contact info, etc.) will remain private and not visible to the lead.

02 - Highlights

Leverage what you share in common, mutual connections, and the lead’s activity on LinkedIn as ice breakers.

1. What you share in common: Scan shared groups, companies or schools, and connections, to personalize conversations.

2. Your best path in: Find a shared connection through TeamLink, or through other personal or professional contacts.

3. Recent activity on LinkedIn: See a lead's activity and interests on LinkedIn, including posts, likes, and comments.

03 - Recommended leads

Automatically get lead recommendations from the same company.

  • Recommended¬†leads are¬†based on¬†their connection to the person you're viewing and¬†your¬†sales preferences. Quickly see if you have shared connections, if they've recently joined the company, or viewed your profile.¬†

  • Save or dismiss the lead as you build out the buying committee.

  • Dismiss¬†and save¬†leads¬†as you go¬†to help Sales Navigator make more relevant lead recommendations.

04 - LinkedIn Profile

 

View details from a person's LinkedIn profile within Lead Pages, helping you centralize all the information you need.

  • Experience:¬†Quickly review a lead's professional experience to determine¬†their relevance to your book of business, or to the¬†buying¬†committee.
  • Education,¬†Skills, and¬†Interests:¬†Leverage¬†these areas¬†as¬†what you share in common or as ice breakers¬†for¬†more¬†personalized¬†outreach.