Yes, Relationship Maps are available for all Sales Navigator subscriptions (Core, Advanced, and Advanced Plus). However, being able to perform bulk CRM actions from a Relationship Map is available only with Sales Navigator Advanced Plus and only when a Sales Navigator admin has enabled bulk actions for the following options from the Admin Settings page:

• Create contacts
• Update contacts
• Create leads
• Update leads

Yes, using the All Leads tab in the Map view, you can search for and add leads from other companies to your Relationship Map.

No, Relationship Maps are manually built using saved leads and lead recommendations.

The Highlights field that describes recent activities such as 'Mentioned in the news' is pre-populated in a Relationship Map.

Following are the fields that you can populate in a Relationship Map:

• Manager
  
• Role - indicates the part an individual lead plays in the buyer circle.
  
• Relationship Strength - indicates a seller's relationship with individual leads.
  
• Assigned To- indicates owner of individual relationship.

Following are the roles that you can add to a lead in a Relationship map:

• Decision Maker - The individual with the final say over whether a product or service is ultimately purchased.
  
• Champion - An individual that is a strong supporter of the product/service, has power in the deal, and can make introductions for a rep.
  
• Evaluator - An individual involved in the active investigation/exploration of the product/service.
  
• Procurement - The individual/team responsible for purchasing and buying. They give financial sign-off in a deal.
  
• Influencer - An individual in a deal who doesn’t have economic responsibility, but their input carries weight.

You can create or save up to 10 maps per account.

No, no one can see the Relationship Maps you have created until you specifically share the map with others.

While viewing a Relationship Map, click  More and search for and select the co-workers/colleagues who are on the same contract as you, and click Share.

There is no limit to the number of people that you can share your Relationship maps with.

You can add a maximum of 30 leads into a Relationship Map.

When a lead leaves their company or account, the Relationship Map is marked as stale or out of date. On the Relationship Map, you will see an alert that states the map is stale. From the map view, you can quickly replace the outdated lead with another lead without disturbing the hierarchy of the map.

Learn more

• Lead Left Account Flag FAQ

Assigning a lead from the Relationship Map to a co-worker does not imply that you have shared the map with them. It is only an indication that you have assigned someone in your team to collaborate or interact with that lead.

When you share a map with other colleagues or teammates who are on the same contract as you, the notes added to leads in the map are also shared and visible to all.

Relationship Map replaces Account Map in Sales Navigator. If you have leads saved in the Account Map today, they will all show up in the new Relationship Map, however the tiers will not be reflected since there is no direct correlation to tiers in the new map.

No. Relationship Maps are not visible on the Sales Navigator mobile app.

As long as a Relationship Map is shared with colleagues before the owner leaves, it will not be deleted, and the ownership will transfer to another user.

You can use a blank placeholder card in your map to organize leads who:

• Don't have a LinkedIn profile
• Don't have a specific account listed as their Company in their profile
• Aren't yet identified as a key decision maker in the sales workflow

You can drag and drop these blank placeholder cards into a relationship map.

You can add a blank placeholder to a map from both, the Map view and the List view. From the Map view, click Add displayed above Saved leads at section. From the List view, click Quick add.

You cannot view highlights, add roles, add relationship strengths, assign teammates, or view notes after you add placeholder cards in a Relationship Map.