Sign in to Sales Navigator on desktop. Setting up Sales Assistant isn’t currently available from your mobile browser or in the Sales Navigator app.

Click the Go to Sales Assistant button in the upper-right corner of the homepage. If you don’t see the Sales Assistant button, the feature might not currently be available to you.

Click Let’s get started. If you already set up Sales Assistant, you won’t see the setup screen, but you can adjust your preferences from your Sales Assistant settings.

If you or your admin previously created a product, you can select it from the dropdown menu. Choose a product that best describes what you sell, then click Next in the lower-right corner.

To add a new product, you can either start with a suggested product or manually create your own. If your admin has restricted users from adding products, contact your admin directly.

• Start with a suggested product - You may see suggestions of products based on AI-generated recommendations (labeled “inferred based on [data]”) or products added by coworkers on your account. Select a recommended product that best describes what you sell. Review and edit the suggested description and category, then click Save.
• Add a new product manually - Click +Add a new product or service and enter the name and website that best describe what you sell. The website may be pre-filled based on the current employer in your LinkedIn profile. Click Analyze website, then review and edit the suggested description and category and click Save.

Select an existing account list that contains the accounts you’d like to focus on in Sales Assistant, or click + Create account list to add accounts individually. You can only add one list. The account list helps Sales Assistant generate leads relevant to your target accounts. Keep in mind:

• We recommend choosing an account list with at least five accounts. Large lists may reduce the relevance of lead recommendations, so choose a list that reflects your top priorities.
• You can change your account list at any time from your Sales Assistant settings.
  

Click Next in the lower-right corner.

Help Sales Assistant find the most relevant leads by adding criteria for your lead preferences. Select the How should I generate your lead preferences? dropdown menu to choose pre-generated recommendations for lead targeting. Get lead preferences based on:

• Your past Sales Navigator and LinkedIn activities
• The product or service you sell
• The product or service you sell and your past feedback
• A persona
  

Optional: Customize your lead preferences. To edit or delete a preference, hover over a preference and click the  Edit or X Remove icon. To add a new preference, scroll down click Add +.

• Must-haves - Add your most important preferences for leads as must-haves. Sales Assistant will only recommend leads that fit these criteria.
• Nice-to-haves - Add optional qualities that you'd prefer but aren't a requirement. Leads who also fit your nice-to-haves will be ranked higher in your recommended leads.
  

Click Start finding leads in the lower-right corner.