As a Sales Navigator user, you can use a combination of search filter refinements to find accounts. You can share account searches with your colleagues directly in Sales Navigator, which can be helpful if you’re collaborating with a team.
To share a search:
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Sign in to Sales Navigator.
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From the home page, click Account filters or enter a specific company name into the search bar.
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On the Search page, after you have fine-tuned the search results by adding search filters, click
Share search. -
In the dialog that appears, select one or multiple recipients, add a personal note, and click Done.
Results
The recipients will receive an alert when the lead search with pre-populated filters is shared with them.
Here's a tip
To share a saved lead search, click Saved searches at the top of the homepage, then move your cursor over the search and click the Share icon.
Related tasks
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