Who can use this feature?
This feature is available for all Sales Navigator users.
When a lead has changed companies and no longer works at their associated account, the Left Account flag will appear next to the lead in all Lead lists and Relationship maps. You’ll have the ability to edit and update the account immediately in the view.
The Left Account flag will alert you when a Lead has left their current active position and has added a new position on their LinkedIn.com member profile.
The flag is useful to know when someone has left the account and to keep that information up-to-date.
Review these frequently asked questions to learn more about the Left Account flag:
When a lead has left an account, the Left Account flag will appear.
To update the lead’s account:
-
Click Edit Account, to the right of the flag.
-
In the Edit account window, you can Edit and Add an Account by:
- Searching for an account to associate the lead with, or
- Selecting one of the accounts shown
-
Click Save.
The account is now updated in your Lead list or Relationship map.
The Left Account flag validates the lead’s current position using their LinkedIn member profile and appears in Lead lists and the Relationship map.
The Not at Company flag in Data Validation validates the Contact record using the CRM account field.
No, the lead doesn't have to be saved to see the flag. The flag appears for leads in all owned or shared Lists and Relationship maps.
If a lead changes roles, the Left Account flag appears next to the lead in all Lead Lists (whether the Lead List is owned by you or shared with you), and Relationship map instances.
If you edit and update the lead’s account information, that change is reflected in your own Sales Navigator experience only. No one else on your Sales Navigator contract sees the changes that you’ve made, regardless of where the lead lives (e.g. in multiple shared Lists).
The Left Account flag will appear and up to 3 accounts will show in the Edit account window.