How do I Save Leads and Accounts on the Mobile App?

Last updated: 6 years ago

You can save leads and accounts in the Sales Navigator mobile app, by scrolling down to the Suggested leads and Suggested accounts sections on your home screen. Tap See all suggested leads or See all suggested accounts to view a complete list of lead and account suggestions. Then tap Save under the lead profile or company name you’d like to select.

A few things to keep in mind while you save leads and accounts: 

  • Lead recommendations appear with their LinkedIn profile information, including headline, current position, location, and shared connections. Tap the summary section of the profile card to view the complete information in a pop-up box that appears.

  • Account recommendations appear with industry information and mutual connections. Tap the summary section of the account card to view the complete information in a pop-up box that appears.

  • You can view relevant alerts about your leads and accounts on the mobile app and customize your search by filtering your mobile alerts.

To save leads and accounts on iOS:

  1. Open the Sales Navigator app.

  2. Scroll down to the Suggested leads and Suggested accounts sections on your app homepage. 

  3. Tap See all suggested leads or See all suggested accounts to view a complete list of lead and account suggestions. 

  4. Tap Save under the lead profile or company name you’d like to select.