Use Sales Navigator’s custom lists to better organize and prioritize your saved leads and saved accounts.
To view a list:
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Sign in to Sales Navigator.
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To view an account list, you can:
- Click Accounts from the top navigation bar, and then click See account lists or
- Click View account list displayed in the Book of business section in the homepage.
Here's a tip
If a saved account in your custom list has raised money in the past 12 months, it will populate on your search results page, with a direct link to the associated article.Here's a tip
You’ll receive an alert if a saved account shows growth in the number of its job postings. -
To view a lead list, click Leads from the top navigation bar, and then click the Lead lists tab.
When viewing prospects, you can view 2,500 connections on your search results page.
To create a new list:
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From the Sales Navigator homepage, click Lists, and select Lead Lists or Account Lists from the dropdown that appears.
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From the Lead or Account Lists page, click
Create lead/account list. -
In the box that appears, enter your List name and List description, and click Create.
You can create a new lead or account list from within your search results by clicking Save. Also, you can create an account list by uploading account information using a CSV file.
Learn more
To edit a custom list:
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Sign in to Sales Navigator.
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To view and edit an account list, you can:
- Click Accounts from the top navigation bar, and then click See account lists or
- Click View account list displayed in the Book of business section in the homepage.
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To view and edit a lead list, click Leads from the top navigation bar, and then click the Lead lists tab.
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To edit a list, click
and View list info. -
Modify the list name and list description and click Done.
To sort a custom list:
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Sign in to Sales Navigator.
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Click Lists in the navigation bar.
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From the dropdown that appears, select the list page you’d like to view – Lead lists page or Account lists page.
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On the Lists page you’ve selected, choose the column header you’d like to sort the list by (for example, Name, Date Added, Account, Outreach Activity etc.).
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Click the column header to sort the complete Lead list or Account list and not just the page you’re currently viewing.
To delete a custom list:
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From the Sales Navigator homepage, click Lists, and select Lead Lists or Account Lists from the dropdown that appears.
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From the Lead or Account Lists page, click the
More icon. -
From the dropdown that appears, click Delete.
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In the box that appears, select if you'd like to:
- Delete the list and keep saved leads/accounts
- Delete the list and unsave leads/accounts
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Click Delete list.
To share a custom list:
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Click the Lists tab at the top of the Sales Navigator homepage and select Lead Lists or Account Lists from the dropdown.
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On the Lead or Account Lists page, click
Share to the right of the list you’d like to share. - You can also click on the Share button at the top right corner of the lead/account list page you select.
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Once the user is alerted that a list is shared with them, they can view the list and collaborate with others using the Notes field, where you can set the visibility of notes to
Private or Public.- You can only share lists with users on your dashboard.
To add or remove leads and accounts to or from your custom lists in bulk:
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From the My Saved Leads or My Saved Accounts search results page, check the boxes of leads and accounts you want to save or remove.
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Click
Save to list at the top of the results page and select Your custom lists or My saved leads from the dropdown that appears. -
To remove custom lists, click
Remove, and select one of the options below: - Remove all selected leads from *name* list.
- Remove all selected leads from all lists and unsave these leads.
Click Continue.
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You can access All saved leads or All saved accounts in the top right corner of your lead and account hubs.
You can also save leads and accounts in bulk from the search results page.