Sales Navigator admins can enable lead creation for Salesforce and Microsoft Dynamics 365 sales users, so users can add new lead records to their CRM directly from Sales Navigator. This helps them streamline their workflows and increases productivity.
To enable lead creation in:
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Click Admin in the navigation bar and select the Admin Settings tab.
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Under CRM Settings in the left rail, ensure CRM sync is enabled, then click Show more.
- If CRM sync is enabled, you’ll notice a green checkmark and Last synced on date.
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Scroll down to Allow Lead creation from Sales Navigator? and switch the toggle to Yes.
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Click Admin in the navigation bar and select the Admin Settings tab.
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Under CRM Settings in the left rail, ensure CRM sync is enabled, then click Show more.
- If CRM sync is enabled, you’ll notice a green checkmark and Last synced on date.
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Scroll down to Allow leads from Sales Navigator to be added as leads in your CRM and switch the toggle to Yes.