With Contact Creation enabled, users will see a new Create CRM Contact button on any lead list or lead page
Clicking Create CRM Contact will add the contact to CRM (users may be prompted to sign into CRM if not already authenticated)
A new contact will automatically be created in CRM -- without ever having to leave Sales Navigator!
- Once prompted to create a new contact, Sales Navigator will first check see if there are any existing matching records, to avoid duplication and maintain CRM cleanliness.
Contact Creation uses Sales Navigator data to automatically fill in the new contact’s Name, Country, and Job Title -- no need to copy and paste
Users can then manually assign the contact to an Account, Opportunity, and/or Opportunity Role
Who has access to Contact Creation?
In order to use Contact Creation, users must:
Be on an existing Sales Navigator Enterprise Edition account
Have CRM Sync enabled
- Have Contact Creation turned on
What CRMs are currently supported by Contact Creation?
Contact Creation is available for customers with Salesforce CRM or Microsoft Dynamics 365.
Is Lead record creation supported?
Lead record creation is not supported at this time.
What can I associate my new CRM contact with?
Users must associate the contact record to an Account in CRM, and may optionally associate to an Opportunity or Opportunity Role / Stakeholder Role.
Which CRM fields does Contact Creation support?
Contact Creation currently supports the following standard fields:
Opportunity Role / Stakeholder Role
First Name, Last Name, Job Title, and Country will be automatically pre-populated using Sales Navigator data.