Saving a lead in Sales Navigator lets you track a prospect and receive updates that can help you plan outreach. The following guide can help you start finding leads in Sales Navigator and save leads from your search results to monitor and reach out to leads at the right time.
Benefits of saving a lead in Sales Navigator
Saving a lead helps you turn your potential leads into outreach:
- Get timely alerts to help you plan outreach – Sales Navigator can help you monitor leads and surface updates, like when a lead's job changes or they post on LinkedIn, so you can reach out at the right moment.
- Stay organized and reduce future work – Saving leads ensures you don’t have to search for the same people later. Saving a lead helps you find promising prospects again when you're ready to reach out.
- Get relevant lead recommendations – You may see lead recommendations on your Sales Navigator homepage that are similar to the leads you’ve saved.
- Focus your outreach – Saving leads builds a list of people who matter to your goals. Tip: You can view and filter your list of all saved leads.
- Account planning – Saving a lead automatically saves the associated account (the company where that lead works) and connects the lead to your Relationship Map for buyer-committee planning.
- Account-based selling – If you work primarily with existing accounts, saving the right people at those companies helps you stay informed about changes in buying committees and key relationships.
- Build your CRM workflows (Advanced Plus only) – If your admin has set up CRM integration, you can add saved leads to your CRM from the Lead page.
Step 1: Start with a lead search
To begin finding and saving leads, we recommend using Sales Navigator lead search to discover leads, then saving the lead from the search results page or from their Lead page:
Example search
Start with a sample lead search, then save relevant leads.
-
Sign in to Sales Navigator.
-
On the Sales Navigator homepage, click Lead filters near the top of the page and press Enter.
-
Refine your search by adding or removing filters in the left pane to find relevant people. You can use any combination of search filters, but we recommend getting started with just one to three filters, such as:
- Current company
- Job title
- Location
Here's a tip
You can always refine your search later after you find at least one lead to save. If you see too many results, add just one more filter (like industry or location). If you see no results, remove one filter and try again.
Step 2: Save lead from search results or Lead page
-
Review the lead’s name, role, and company in your search results to determine if they’re a good fit for the product or service that you’re selling.
-
Save the lead:
- Save lead from search – Once you find a lead that looks relevant, click the Save button next to the prospect in your search results.
- Save lead from Lead page – If you need more information to decide if the lead is a good fit, click the prospect’s name from search to open their Lead page. The detailed information, including insights generated by Lead IQ, can help you determine if they're a good fit. Click Save at the top of the page if you decide that you’d like to track or reach out to the lead.
- Save lead from search – Once you find a lead that looks relevant, click the Save button next to the prospect in your search results.
Results
After you save a lead, Sales Navigator helps you stay informed automatically:
- You’ll see alerts when a lead changes jobs or shares updates.
- Saved leads appear in your lead lists so you can return to them later; click Leads in the top menu, then click All saved leads near the upper-right corner.
- Over time, these updates help you decide when and how to reach out.
Here's a tip
Jumpstart your success by attending live workshops, getting actionable strategies to integrate AI into your sales process, joining a peer cohort for support, and showcasing your team's expertise with LinkedIn Certifications. You can also complete our guided onboarding checklist if you’re new to Sales Navigator.
Frequently asked questions (FAQs) about saving leads
What should I do after I save a lead?
Once you’re comfortable saving leads, try the following next steps:
- Message a lead to reach out at the right time.
- Find additional leads by refining your lead search.
- Save your search to reopen later and receive notifications about new leads that match your search.
- Access your saved leads at any time from your saved leads list.
- Add saved leads to specific lists for more focused prospecting, or share a list to allow collaboration with teammates in your organization.
- Unsave a lead at any time if they’re no longer relevant to your prospecting.
Why should I save a lead?
Get alerts about the leads that matter most to you and keep track of your leads for future planning and outreach.
How many leads should I save?
Save one to two leads to get started, then save more as you build your prospecting pipeline in Sales Navigator. You can save up to 10,000 total leads.
Do I need to use advanced Sales Navigator lead filters right away?
Advanced search filters can be helpful, but they aren’t required to save your first lead. Simple searches work well when you’re getting started with Sales Navigator.
Where can I save a lead?
In addition to saving leads from the search results page and the prospect’s Lead page, you can save leads from other places in Sales Navigator. Learn more
Related tasks
Learn more