Start using Sales Navigator with a company-provided subscription

Last updated: 3 weeks ago

If your Sales Navigator subscription is provided by your organization, you’ll need to set up your account (also known as activating your license) before you can start using Sales Navigator. Your organization’s Sales Navigator account admin must assign you a license before you can activate it.

Important to know

If you’re having trouble activating your license, try our license activation troubleshooting guide.

To set up your Sales Navigator account:

  1. Search for your Sales Navigator activation email in your work email inbox. The email will have the following sender:

    From: LinkedIn Sales Navigator (invitations@linkedin.com) or LinkedIn (messages-noreply@linkedin.com)

    Here's a tip

    If you can’t find this email, check your spam folder, or contact your manager or the person at your company who manages Sales Navigator access.

  2. From the email, click the Activate your account button. If your link has expired, contact your manager or the person at your company who manages Sales Navigator access, and they can re-send your invite.

    Activation email

  3. If you already have a LinkedIn account, enter your LinkedIn email and password and click Sign in. If you don’t have a LinkedIn account, click Join now to create one. Learn more about considerations for connecting your Sales Navigator account with your LinkedIn account.

    Sign in to your LinkedIn account

  4. Click Accept & Connect to connect your personal LinkedIn account with your Sales Navigator account.

    Connect your LinkedIn account with your new Sales Navigator account

  5. Click the Get started button to start using Sales Navigator.

  6. Personalized setup - The first time you log in to Sales Navigator, we may ask you a few quick questions to personalize your experience and the recommendations we provide. We'll ask you about your Sales Navigator goals, what product or service you sell, the persona of your ideal buyer, and your target accounts (companies). After setup, you can change the preferences you selected from your Sales Navigator settings.

    Who can use this feature?

    This personalized setup experience is gradually being made available, and you might not have access to it at this time.If you don’t see the What’s your primary goal screen after accessing Sales Navigator for the first time, skip the following steps and start using Sales Navigator.

  7. Select your primary goal. Click the option that most closely matches your sales goals and what value you’d like to get from Sales Navigator:

    • Find and win new business - Primary focus on new logo acquisition or outbound sales
    • Grow current accounts - Primary focus on expanding existing customers 
    • Do both – find and grow - Combination of both goals
    • I have a different goal - Any other goal that doesn’t include prospecting or nurturing current accounts.

  8. Add the product or service that you sell to help personalize Sales Navigator features for your specific needs. Learn more

    • If your admin previously created a product, you can select it. Choose a product that best describes what you sell, then click Continue in the lower-right corner. 
    • To add a new product, click Add Product or service and enter the name and website that best describe what you sell. Click Analyze website, then review and edit the suggested description and category and click Save and continue in the lower-right corner. 
      • If your admin has restricted users from adding products, contact your admin directly if you need to add or edit products.

  9. Define your ideal lead persona. We’ll suggest criteria based on the product or service you entered. Click Continue in the lower-right corner.

    • Optional: To customize your lead persona, click the  Edit icon and adjust your preferences for Function, Seniority level, Current job title, and Geography. You must use at least one filter. Click Save and continue in the lower-right corner.

  10. Choose which accounts (companies) you’d like to target. The account list helps Sales Assistant generate leads relevant to your target accounts. Select an existing account list or click  Create account list to add leads individually.

    • Save at least three accounts (companies) you’d like to target. You can enter accounts individually or click Upload list to upload a CSV file of your accounts. Learn more about CSV format for account lists.

    Here's a tip

    If you don’t have target accounts, you can save leads (prospects) by clicking Save leads instead at the bottom of the screen.

  11. Click Save and finish in the lower-right corner.

Next steps after setting up your Sales Navigator account

After setup, you can start using Sales Navigator to acquire new customers and expand and renew existing customers:

Preferences How to adjust
Product or service that you sell Add, edit, or delete a product or service
Target accounts Save your book of business
Ideal lead persona Add or edit a persona

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