Save Companies as Accounts in Sales Navigator

Last updated: 7 months ago

You can easily build your prospect list and improve the quality of conversation with your leads by saving companies as accounts in Sales Navigator.

Saving a company as an account allows you to see real-time insights such as lead recommendations, company-related updates, and company news right in your Sales Navigator homepage. For example, if a saved account has raised money in the past 12 months, it will appear on the account lists page with a direct link to the associated news article.

To save a company as an account:

  1. Sign in to Sales Navigator.

  2. In the search bar at the top of the page, type the name of the company you'd like to save.

  3. Select the company from the dropdown.

  4. Click Save in the upper right.

    • You can also save a company directly from a lead page, by placing your cursor over the company name of a lead and clicking Save in the pop-up box that appears.
    Google's Sales Navigator company page with Save highlighted in a red box.
  5. Once you save a company as an account, any leads you save that are associated with that company can be accessed directly from the Accounts page.

    • To remove a company you've saved as an account, check the box on the Accounts page, to the left of the company you'd like to remove. You can then click Unsave account at the top of the accounts list.
    Sales Navigator Saved accounts page with Unsave account highlighted.