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.
Using a Relationship Map, you can create or update CRM leads and contacts. A Relationship Map is the only way you can update contact and lead information in bulk in your CRM. Updating contact and lead information ensures that you always have the latest and most up to date information available in Sales Navigator and your CRM.
You can’t update contact and lead information together in your CRM simultaneously. To update contact and lead information, you will need to perform the steps outlined in this article twice.
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.
To update contact and lead information in bulk into your CRM:
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Sign in to Sales Navigator.
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Click Accounts on the top navigation bar, and select an account.
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On the Account page, click the People tab and scroll to the Relationship Map section.
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Click Update CRM displayed in the upper-right corner of the Relationship Map.
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In the Update CRM dialog, in the Select Settings section, specify if you want to update contacts or leads.
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Choose an Account name and an Opportunity.
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Click Next.
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Select the out-of-date records that you would like to update and click Next.
The selected records will be updated in your CRM. This process could take a few minutes to complete.
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Review the status of the update process. If completed successfully, click Finish.