With Relationship Maps, you can visualize and identify account gaps and opportunities to influence the people who matter the most to your deals at your accounts. Relationship Maps offer a centralized and consolidated place to store, update, and share account information with your colleagues.
The Relationship Map section in an account page in Sales Navigator provides you with a List view and a Map view making it easier for you to view and manage your leads in an account.
Here's a tip
Advanced and Advanced Plus users can share Relationship Maps with other Sales Navigator users at their company.
List view
The List view is a consolidated view and displays items like Highlights and Relationship strength that aren't available with the Map view. However, the changes you make to the map in one view are automatically updated or refreshed in the other view.
From the List view, you can perform actions such as:
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Assign a lead to a person within your team – This action doesn't share the map with the individual but is an indication of who is leading the interaction with the lead at the account.
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Add notes to a lead and these notes are visible to your co-workers – You can log your notes to your CRM and can also view notes that have been added by your colleagues.
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Change the role of a lead – You can change to role to Decision Maker, Champion, Evaluator, Procurement, and Influencer.
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Add additional leads to a map.
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View alerts when the map is stale – You can easily identify which lead is no longer at the account.
Map view
The Map view is a visual representation of leads and decision makers at an account. You can easily drag and drop leads into this view and create a hierarchical view of leads or decision makers at an account.
The Map view contains two tabs: Account Leads and All Leads.
| Map view tab | Description |
|---|---|
| Account Leads | In the Account Leads tab, you can find leads by name and add them to your Relationship Map for any of your saved accounts. |
| All Leads | In the All Leads tab, you can search for and add leads from any company to a Relationship Map. For example, you to find and connect leads at different entities under the same parent company for better collaboration and planning. |
Important to know
If you add a lead to your CRM from outside a saved account, their company name will remain unchanged and won't update to the Relationship Map’s company name.
From the Map view, you can also perform additional actions such as:
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Change the viewing settings of the map – You can either zoom in or zoom out, or you can use the Expand option to view the entire map.
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Modify the role of a lead in the map using the dropdown on their contact card.
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View alerts when the map is stale – You can easily identify which lead is no longer at the account, and then replace that lead quickly without having to break the hierarchy in the map.
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See suggestions on leads that you can add to the map – These leads can be from your saved leads lists or unsaved leads suggested from the Relationship explorer feature.
You can track key people's latest activity at an account with either view. For example, you can get information on the latest activity or actions taken by a lead, and you can use that as a conversation starter. Also, the changes that you make in one view are automatically refreshed or updated in the other view.
You can also perform the following actions in a Relationship Map:
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Share maps with colleagues - After you create a map, you can share this map with your teammates or co-workers who are at the same company as you. Everyone you share the map with has the same view of the map and can asynchronously update the map. Each collaborator invited to a relationship is treated as an owner of the map. This allows for better collaboration. Click the Share option on the map to search for and select a teammate to share the map with. Any changes that your teammates make are automatically updated in the map. After you’ve shared a map, if your colleagues make changes to the map, you can click the Share option again to view a list of changes that have been made to the map.
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Rename, remove, or make a copy - After you create a map in Sales Navigator, you can either rename it, remove it, or make a copy of it. Choose the
More option displayed on the map next to the Share button to perform these actions. The Remove option is only available when you have two or more maps. -
Insert blank placeholder cards - In a map, you can add customizable blank placeholder cards to indicate leads who have not yet been identified, don't have a LinkedIn profile, or are not yet associated with an account that you are interested in. You can add these placeholder cards from both the Map view and the List view.
Important to know
When you add a placeholder card in a relationship map, you can't view highlights, add roles, add relationship strengths, assign teammates, or view notes. -
Update information in your CRM in bulk – With a few clicks, you can create or update CRM leads and contacts from the Relationship Map. This ensures that you always have the latest and most updated information available in Sales Navigator and your CRM. Click the Update CRM option on the map to ensure that all contact details in Sales Navigator and your CRM are accurate and up to date. Admins must enable CRM settings for this feature to work. The Update CRM option is only available to Sales Navigator Advanced Plus users.
Important to know
If you add a lead to your CRM from outside a saved account, their company name will remain unchanged and won't update to the Relationship Map’s company name.