Who can use this feature?
The feature is available for Advanced Plus users who have enabled CRM Sync. The feature is off by default and must be turned on by your Sales Navigator admin.
While reviewing information in Sales Navigator, if more recent information on a contact or a lead is found, or if details such as job title, and account are missing, you can trigger an update of the information in your CRM directly from within Sales Navigator. This feature provides you with the option to update contact and lead information in your CRM directly from Sales Navigator. This helps you keep your CRM data up-to-date.
Also, please note that for the standard license, there is a daily limit of 1,000 API calls per person. The Lead and Contact Creation features are limited to 1,000 contacts per user per month and the Lead and Contact Updates features are limited to 1,000 contacts per user per month, which is well below the API limits. So essentially, a single user can create 1,000 contacts in a month, and also update 1,000 contacts in the same month. If you reach the API limit, then you will receive an error message.
To update leads and contacts:
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Sign in to Sales Navigator.
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Ensure that you have enabled the ability to update out-of-date contacts and leads in Admin Settings.
If you are not an admin on your Sales Navigator contract, please contact your admin to get the feature turned on.
Important to know
If you do not turn on the ability to update out-of-date contacts and leads, you will still have access to the enhanced CRM badges to data validation flags. However, to get the most out of Sales Navigator, we recommend turning on the ability to update leads and contacts. -
When you are utilizing search results, profile views, and lead lists, look for the CRM badge that says Update CRM and has a red exclamation mark.
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Click the dropdown arrow on the Update CRM badge to reveal the hovercard and the information that is out-of-date on the contact.
The out-of-date information on the hovercard is flagged with red exclamation marks.
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Click Update CRM record.
Here's a tip
If you do not want to update your CRM with the latest information, click Don't show me this data discrepancy again. By doing so, you will see a badge that says CRM Notice and identifies that the information is out of date, but was dismissed. -
Review the details that need to be updated or modified in your CRM in the subsequent screen. Data is auto-filled with what is on their LinkedIn profile and the mismatched data will auto-check the Apply changes to CRM checkbox. If you'd like to apply other changes, you can manually check the boxes.
Important to know
Opportunities will only appear if you have checked the box to update an out-of-date account and if the contact changes companies and is associated with an open opportunity at a past company. -
Click Confirm updates to update the information in your CRM.
Here's a tip
The most common error that occurs when trying to update a lead or a contact is not having the right permissions. In order to process the update, you need both, read and write permissions. If the update fails because of lack of appropriate permissions, please reach out to your CRM admin to update your permissions on the lead or contact.
