Sales Navigator custom lead lists can help you target, track, and advance relationships at key accounts. Sharing your custom lists helps you collaborate more effectively with other sellers at your company. For example, you and anyone you share the list with can use the Notes feature to add notes about the leads. This feature is available with an Advanced or Advanced Plus license.
Important to know
Advanced and Advanced Plus users can share custom lead lists with other Sales Navigator users at their company.
To share a custom lead list:
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Log in to Sales Navigator.
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Click Leads in the top menu.
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Click the name of the list you’d like to share, then click the Share button on the right side of the page. Keep in mind that you can only share lists you’ve created, not system-generated lists such as your Recommended Leads list.
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Search and invite other people at your organization who share your Sales Navigator contract, then assign Can view or Can edit access.
Important to know
If the person you’d like to share the list with doesn’t appear, you aren’t able to share the list with them because they aren’t at your company. If you need to share a list with someone outside of your company, you can try creating a search and copying and sharing the URL for the search. -
Click Done.
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