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Sales Navigator Help
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between Sales Navigator and your CRM","subText":"25 days ago","lastModifiedTimestamp":"1716366131964"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESales Navigator is built to integrate seamlessly with your team's daily sales and relationship workflow. 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The sync is also enabled to write back specific Sales Navigator information to your CRM.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYou can integrate your CRM with Sales Navigator by:\u003C/p\u003E\u003Col\u003E\u003Cli\u003EInstalling the Sales Navigator app package for your CRM\u003C/li\u003E\u003Cli\u003EAdding Embedded Profiles (Sales Navigator Advanced and Advanced Plus editions) and Embedded Experiences (Advanced Plus only)\u003C/li\u003E\u003Cli\u003EEnabling CRM Sync and activity writeback (Advanced Plus only)\u003C/li\u003E\u003C/ol\u003E"}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"A5xt9ofY","title":"Embedded Profiles","elementList":[{"preRenderedComponent":{"preRenderedCallout":{"description":"The installation process for the embedded profile will take less than 30 minutes.","richDescription":{"markup":"\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003EThe installation process for the embedded profile will take less than 30 minutes.\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe Sales Navigator Embedded Profile for Microsoft Dynamics 2016, Microsoft Dynamics 365, Salesforce or HubSpot allows you to view and leverage LinkedIn information and Sales Navigator insights directly within your CRM, where you're already tracking your other sales and relationship activity. We also offer a CRM embedded profile SDK for our partner CRMs.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ERelated tasks\u003C/strong\u003E\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/50321\" target=\"_blank\"\u003ESales Navigator embedded profile for Salesforce - Installation Guide\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/81463\" target=\"_blank\"\u003ESales Navigator embedded profile for Microsoft Dynamics 2016 or 365 - Installation Instructions\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a6289492\" target=\"_self\"\u003EInstall Embedded Profile for HubSpot users\u003C/a\u003E\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ELearn more\u003C/strong\u003E\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/80429\" target=\"_blank\"\u003ETechnical implementation and security of the CRM embedded profiles\u003C/a\u003E\u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"mRRNAOgW","title":"CRM Embedded Experiences","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ECRM Embedded Experiences enable sellers to leverage more accurate data and insights to prioritize high-potential accounts, develop key buyer relationships, and uncover hidden allies and timely intel for effective outreach—all without leaving their CRM.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"CRM Embedded Experiences is available only with Sales Navigator Advanced Plus editions.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003ECRM Embedded Experiences is available only with Sales Navigator Advanced Plus editions.\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"warning","headline":"Important to know"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo access and enable CRM Embedded Experiences, CRM admins should have:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EInstalled the CRM-specific app package\u003C/li\u003E\u003Cli\u003EEnabled CRM settings and relevant permission settings\u003C/li\u003E\u003C/ul\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ERelated tasks\u003C/strong\u003E\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a6291362\" target=\"_self\"\u003EAccess CRM Embedded Experiences\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a6212050\" target=\"_self\"\u003EEnabled CRM Embedded Experiences on Salesforce\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" 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Leads will be suggested to your license holders in Sales Navigator based on user assignment in your CRM.\u003C/li\u003E \u003Cli\u003E\u003Cstrong\u003EWhere do you store value for a won opportunity?\u003C/strong\u003E&nbsp;This question helps Sales Navigator understand the profiles of your largest deals so we can recommend accounts that are similar.\u003C/li\u003E \u003C/ul\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"S5BkuyyP","title":"Disconnect the Salesforce sync in Sales Navigator","elementList":[{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELog into&nbsp;\u003Ca rel=\"\" href=\"https://linkedin.com/sales\"\u003ESales Navigator\u003C/a\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003EAdmin\u003C/strong\u003E&nbsp;at the top of the page.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESelect&nbsp;\u003Cstrong\u003EAdmin Settings\u003C/strong\u003E&nbsp;from the dropdown.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EScroll to the&nbsp;\u003Cstrong\u003ECRM Settings\u003C/strong\u003E&nbsp;section.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003EDisconnect CRM sync\u003C/strong\u003E.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EIf you want to purge all previously imported CRM data, click&nbsp;\u003Cstrong\u003EYes, clean up all previously imported CRM data\u003C/strong\u003E. This&nbsp;doesn’t&nbsp;affect manually saved accounts and leads.&nbsp;Your data will be deleted within 30 days of disconnecting CRM&nbsp;sync.&nbsp;&nbsp;\u003C/li\u003E\u003Cli\u003EPlease don’t&nbsp;click&nbsp;\u003Cstrong\u003EDisconnect CRM sync\u003C/strong\u003E&nbsp;to&nbsp;disconnect&nbsp;only&nbsp;temporarily,&nbsp;as that&nbsp;can&nbsp;delay&nbsp;the&nbsp;reaction&nbsp;of the feature.&nbsp;\u003C/li\u003E\u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESelect&nbsp;\u003Cstrong\u003EContinue\u003C/strong\u003E&nbsp;to complete the process.\u003C/p\u003E"}}}]}]}}}]}}}],"rawId":"a102030"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(158016,LITHOGRAPH)","pageHeader":{"title":"Sales Navigator CRM Sync Permissions ","subText":"13 days ago","lastModifiedTimestamp":"1717390745209"},"contentBody":[{"preRenderedComponent":{"preRenderedCallout":{"description":"CRM Sync is supported only with Sales Navigator Advanced Plus edition.","richDescription":{"markup":"\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003ECRM Sync is supported only with Sales Navigator Advanced Plus edition.\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"permission","headline":"Who can use this feature?"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFollowing are the CRM Sync permissions that are required to perform specific tasks:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ERead-Only Permissions\u003C/strong\u003E\u003C/p\u003E\u003Cp\u003EThis level of admin permissions, along with user-authentication, enables almost all of the CRM Integration features (e.g., Activity Writeback) that are available after you have established the CRM Sync connection.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"Activity Writeback only requires user authentication and not admin-level authentication. 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Any activity prior to this date isn't available for 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class=\"artdeco-table-cell\"\u003ECompany, Contact, Deals, User, Opportunity Contact Role (OCR)\u003C/td\u003E \u003C/tr\u003E \u003C/tbody\u003E \u003C/table\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"All listed objects and their respective fields must be visible to the CRM profile that is used to connect the 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to know"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ELearn more\u003C/strong\u003E\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/crm-sync-dynamics-technical-guide\" target=\"_self\"\u003ECRM Sync Technical Implementation and Security for Microsoft Dynamics 365 Sales\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/crm-sync-salesforce-technical-guide\" target=\"_self\"\u003ECRM Sync Technical Implementation and Security for Salesforce\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/crm-sync-tech-implementation-security-hubspot\" target=\"_self\"\u003ECRM Sync Technical Implementation and Security for HubSpot\u003C/a\u003E\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EPlease review the following frequently asked questions about CRM Sync permissions.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"HFlJt528","title":"What features can I use with the three types of permissions? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe following features are available, based on permissions selected:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Ctable class=\"artdeco-table--striped\"\u003E \u003Ctbody\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E\u003Cstrong\u003E&nbsp;Feature\u003C/strong\u003E\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E\u003Cstrong\u003ERead and&nbsp; Write\u003C/strong\u003E\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E\u003Cstrong\u003ERead-Only\u003C/strong\u003E\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003E\u003Cstrong\u003ENo access\u003C/strong\u003E\u003C/p\u003E \u003Cp\u003E\u003Cstrong\u003E(Sync not enabled)\u003C/strong\u003E\u003C/p\u003E \u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003EEmbedded profiles&nbsp;\u003C/p\u003E \u003Cp\u003E(Salesforce, Microsoft Dynamics 365 Sales, and HubSpot)\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003ECRM Sync *\u003C/p\u003E \u003Cp\u003E(Salesforce, Microsoft Dynamics 365 Sales, and HubSpot)\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003EAuto-save of CRM contacts and accounts\u003C/p\u003E \u003Cp\u003E(Salesforce, Microsoft Dynamics 365 Sales, and HubSpot)\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003EROI reporting\u003C/p\u003E \u003Cp\u003E(Salesforce, Microsoft Dynamics 365 Sales, and HubSpot)\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003ELead Creation\u003C/p\u003E \u003Cp\u003E(Salesforce, and Microsoft Dynamics 365 Sales)\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003EContact Creation\u003C/p\u003E \u003Cp\u003E(Salesforce, Microsoft Dynamics 365 Sales, and HubSpot)\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003ELead Updating\u003C/p\u003E \u003Cp\u003E(Salesforce, and Microsoft Dynamics 365 Sales)\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003EContact Updating\u003C/p\u003E \u003Cp\u003E(Salesforce, Microsoft Dynamics 365 Sales, and HubSpot)\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003EData Validation\u003C/p\u003E \u003Cp\u003E(Not at Company flag - Salesforce and Microsoft Dynamics 365 Sales)\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003ENext Generation Data Validation\u003C/p\u003E \u003Cp\u003E(CRM badges - Salesforce, Microsoft Dynamics 365 Sales, and HubSpot)\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003EActivity Writeback\u003C/p\u003E \u003Cp\u003E(InMail/Sales Navigator messages and their responses, Notes, Smart Links, and Calls via mobile app - (Salesforce, Microsoft Dynamics 365 Sales, and HubSpot)\u003C/p\u003E \u003Cp\u003E&nbsp;\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;√\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003C/tbody\u003E \u003C/table\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E* CRM Sync enablement includes: badges, search filters, contact and account information, and license assignment.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ERelated tasks\u003C/strong\u003E\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a163444\" target=\"_self\"\u003EEnable Sales Navigator lead and account auto-save from CRM\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a108115\" target=\"_self\"\u003EEnable ROI Reporting for Sales Navigator\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a455542\" target=\"_self\"\u003EEnable Lead Creation\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a170004\" target=\"_self\"\u003EEnable Contact Creation\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a594009\" target=\"_self\"\u003EUpdate Leads and Contacts\u003C/a\u003E\u003C/li\u003E\u003C/ul\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ELearn more\u003C/strong\u003E\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a120992\" target=\"_self\"\u003EData Validation in Sales Navigator\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/sfdc-sync-activity-write-back\" target=\"_self\"\u003ELinkedIn Sales Navigator: CRM Sync for Salesforce\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/ms-dynamics-sync-activity-writeback\" target=\"_self\"\u003ELinkedIn Sales Navigator: CRM Sync for Microsoft Dynamics 365 Sales\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/crm-sync-hubspot-enablement-guide\" target=\"_self\"\u003ELinkedIn Sales Navigator: CRM Sync for HubSpot's Smart CRM\u003C/a\u003E\u003C/li\u003E\u003C/ul\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"WbDChhFy","title":" How can a user authenticate with their CRM to enable Activity Writeback? 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","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EWe use the permissions assigned to the integration user that connects CRM Sync within Sales Navigator \u003Ca rel=\"\" href=\"https://www.linkedin.com/sales/admin/settings\" target=\"_self\"\u003EAdmin Settings\u003C/a\u003E. We'll require that the profile has read access to fields, as listed in the table above. You can also view a full list of fields \u003Ca rel=\"\" href=\"https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/crm-sync-salesforce-technical-guide\" target=\"_self\"\u003Ehere\u003C/a\u003E.\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"6a6zRoK4","title":"If I'm not allowing Activity Writeback to my CRM, how can I still use Data Validation and Lead/Contact Creation and Updating","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ELead/Contact Creation and Updating:\u003C/strong\u003E When enabled for your contract, Lead/Contact Creation and Updating uses user-level authentication (authenticated the first time a user uses the feature) to write contact records to your CRM. This ensures the user is governed by all permissions (read, create, etc.) you have set for their CRM user account.\u003Cbr\u003E\n \u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003EData Validation (Only on Salesforce and Microsoft Dynamics 365):\u003C/strong\u003E When enabled for your contract and coupled with the required CRM app, the app will be responsible for requesting a \u003Cstrong\u003ENot at Company\u003C/strong\u003E Flag directly from Sales Navigator. All flags will be written into your CRM by the app itself, so write-level API permission isn't required.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedImage":{"altText":"Data validation flag in SFDC","imageUrn":"urn:li:digitalmediaAsset:D4D08AQGm0DkV9Teb2w","imageUrl":"https://media.licdn.com/dms/image/D4D08AQGm0DkV9Teb2w/croft-frontend-shrinkToFit1920/0/1716446432459?e=1719151200&v=beta&t=IZNhBhdOe34-vBPmO1zAB6WncvzZZ6j-jTCfBYm6dXo"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ENext Generation Data Validation\u003C/strong\u003E: With the introduction of the Next Generation CRM Data Validation, you can see badges within Sales Navigator and it is displayed when contacts are out of date. This badge is displayed wherever Sales Navigator leads are shown. Also, Sales Navigator now validates more than just the account on the contact record; flagging when job title, account details and account location are out of date or missing is also available. 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Our scoring model is built and refined based on sample data that we have of both accurate and inaccurate matches, allowing us to test overall performance as we iterate on the models.\u003C/p\u003E \u003Cp\u003EGiven the variability of data entry in CRMs, here are some steps to ensure that your match quality is always improving:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFocus on data completeness and quality – To make it easier for our models to work accurately and completely.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETrain your team to manually update matches using our embedded profiles – To allow you to see the match we currently have and update it if it isn’t accurate for every user on your Sales Navigator contract. When your team manually updates matches, it immediately helps all your users and all CRM Sync functionality, every time they make a correction.\u003C/p\u003E "}}}]}]}}}],"rawId":"a105070"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(105010,LITHOGRAPH)","pageHeader":{"title":"Change an Existing Match Between Sales Navigator and Your CRM","subText":"7 months ago","lastModifiedTimestamp":"1698907656628"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf a lead, contact, or account is incorrectly mapped or needs to be updated, follow the steps below to remove the match and then manually select the right one.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"You can also verify and edit matches to your existing CRM lead/account/contact with the Match Correction feature, by clicking the Edit match button on a profile page, or View in CRM to confirm the CRM record match.","richDescription":{"markup":"\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003EYou can also verify and edit matches to your existing CRM lead/account/contact with the Match Correction feature, by clicking the \u003Cstrong\u003EEdit match\u003C/strong\u003E button on a profile page, or \u003Cstrong\u003EView in CRM\u003C/strong\u003E to confirm the CRM record match.\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"vkI4DJIG","title":"Leads/Contacts","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo manually reselect the right lead/contact:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ESign in to your CRM and find the lead or contact profile page.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWithin the Sales Navigator embedded profile (widget), click \u003Cstrong\u003ENot the right person\u003C/strong\u003E. 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From here you can&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a157563\"\u003EActivate your team\u003C/a\u003E,&nbsp;\u003Ca rel=\"\" href=\"https://salesnav.in/crm\"\u003EConnect your CRM\u003C/a\u003E,&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a157564\"\u003ESync your licenses with CRM\u003C/a\u003E&nbsp; and&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a157566\"\u003EOnboard your team\u003C/a\u003E.&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a103027\"\u003E\u003Cstrong\u003EUsage Reporting\u003C/strong\u003E\u003C/a\u003E:&nbsp;This tab&nbsp;gives information on Sales Navigator&nbsp;overall reporting,&nbsp;usage,&nbsp;and&nbsp;effectiveness.&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a108015\"\u003E\u003Cstrong\u003EAdmin Settings\u003C/strong\u003E\u003C/a\u003E:&nbsp;This tab&nbsp;allows you to update CRM settings, Smart Links, Advanced Integrations, and more.&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a107088\"\u003E\u003Cstrong\u003EAccount Center\u003C/strong\u003E\u003C/a\u003E:&nbsp;This tab directs you to Account Center, where you can manage admins, groups, and users, change SSO settings, and more.&nbsp;&nbsp;\u003C/p\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EReview these frequently asked questions to learn more about Admin Home:&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"qVoiC2Ws","title":"If I add more licenses to my contract, will Admin Home reflect that?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYes,&nbsp;any time a change is made to your contract,&nbsp;such as adding more licenses&nbsp;or increasing the number of users to activate,&nbsp;Admin Home will update to reflect the most current information within 24 hours.&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"LHY119h6","title":"What if I don’t want to connect or sync my CRM? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAdmin Home&nbsp;focuses on making the most of your Sales Navigator account, which often includes connecting and syncing your CRM. If this isn’t something you’d like to do, please ignore these sections.&nbsp;&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"QkOUZTHj","title":"What’s the difference between connecting your CRM and syncing your licenses with CRM?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a107066\"\u003EConnecting your CRM\u003C/a\u003E&nbsp;to Sales Navigator&nbsp;is the first step in&nbsp;leveraging your&nbsp;CRM.&nbsp;&nbsp;\u003C/p\u003E\u003Cp\u003EAfter your CRM has been connected, you'll need to&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a105070\"\u003Esync licenses\u003C/a\u003E&nbsp;with the CRM to ensure the most up-to-date information is available to them.\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"rz5LC15l","title":"What is Sales Navigator Coach, and do I have to use it? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a106031\"\u003ESales Navigator Coach\u003C/a\u003E&nbsp;is another great way to help you and your users&nbsp;get started with Sales Navigator&nbsp;by highlighting key tasks and actions. Learn more about&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a106037\"\u003ESales Navigator Coach\u003C/a\u003E.&nbsp;\u003C/p\u003E"}}}]}}}],"rawId":"a158015"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(107088,LITHOGRAPH)","pageHeader":{"title":"Sales Navigator Account Center – Overview ","subText":"March 27, 2020","lastModifiedTimestamp":"1585346637455"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/97685\"\u003EAccount Center\u003C/a\u003E&nbsp;allows admins to manage their users, curate content, generate reports on usage, and leverage partnerships.\u003C/p\u003E\u003Cp\u003EAccount Center is divided into three main tabs:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003EPeople\u003C/strong\u003E: Helps admins organize all the users and groups in their Sales Navigator account. This tab has separate pages to manage users, groups, and other admins/sub admins.\u003C/p\u003E\u003Cp\u003EYou can use this tab to&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/97908\"\u003Eadd users\u003C/a\u003E by email or in&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/117409\"\u003Ebulk\u003C/a\u003E&nbsp;to your Sales Navigator account,&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/97986\"\u003Ecreate groups\u003C/a\u003E, and&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/97989\"\u003Emanage admin permissions\u003C/a\u003E. The people page also contains all the information about the users attached to your Sales Navigator account.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003EReports:\u003C/strong\u003E&nbsp;Gives admins access to \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/50227\"\u003EUsage Reporting\u003C/a\u003E on metrics and effectiveness, as well as an overview of all types of reporting.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ESettings\u003C/strong\u003E: Allows admins to customize CRM sync settings and&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/72062\"\u003Eimplement Single Sign-On (SSO) integration\u003C/a\u003E.\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo get started with Account Center, we recommend reviewing the following answers:&nbsp;&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/97685\"\u003EAccessing Account Center\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/117124\"\u003ESales Navigator Glossary\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/118696\"\u003EMoving Between&nbsp;Apps&nbsp;in Account Center\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/118695\"\u003EAccount Center Enterprise Profile\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/118699\"\u003ESales Navigator User License Statuses in Account Center\u003C/a\u003E\u003C/p\u003E"}}}]}]}}}],"rawId":"a107088"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(106094,LITHOGRAPH)","pageHeader":{"title":"Manage admin permissions in Sales Navigator Account Center ","subText":"6 months ago","lastModifiedTimestamp":"1702270120202"},"contentBody":[{"preRenderedComponent":{"preRenderedCallout":{"description":"Account Center is changing to People Management. We are gradually making this experience available, and you might not have access to it at this time. When you sign in to Sales Navigator and click the Admin option, if you see the People tab in the subsequent screen, then you have access to the People Management experience. People Management includes the same functionality and capability that Account Center provided you with. In the event that you cannot find the options you need or are unable to complete your intended tasks using People Management, contact us for assistance.","richDescription":{"markup":"\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003EAccount Center is changing to People Management. We are gradually making this experience available, and you might not have access to it at this time. When you sign in to Sales Navigator and click the \u003Cstrong\u003EAdmin \u003C/strong\u003Eoption, if you see the \u003Cstrong\u003EPeople \u003C/strong\u003Etab in the subsequent screen, then you have access to the People Management experience. \u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003EPeople Management includes the same functionality and capability that Account Center provided you with. In the event that you cannot find the options you need or are unable to complete your intended tasks using People Management, contact us for assistance.\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"warning","headline":"Important to know"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAccount Center's admin and sub admin permissions help provide your organization’s leaders with the information, capabilities, and resources they need to support your goals.\u003C/p\u003E \u003Cp\u003EA few things to keep in mind as you manage admin permissions:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe number of admins that can be assigned to a Sales&nbsp;Navigator account is only limited by the number of available and activated licenses for the account.&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAdmins have the ability to add and remove other admins. If you've accidentally removed your own admin abilities, please reach out to another admin on the team for assistance. \u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"You cannot remove purchase admins from your Sales Navigator account.","richDescription":{"markup":"\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003EYou cannot remove purchase admins from your Sales Navigator account. \u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"warning","headline":"Important to know"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo find users with specific permissions, you can filter by \u003Cstrong\u003EUser details\u003C/strong\u003E on the Users page of Account Center.\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"JaGmZi2s","title":"Manage permissions via the user 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click&nbsp;\u003Cstrong\u003EPeople\u003C/strong\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick the&nbsp;\u003Cstrong\u003EUsers\u003C/strong\u003E tab.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick the box next to each user whose permissions you'd like to update and click \u003Cstrong\u003EAdd to queue\u003C/strong\u003E in the bar that appears at the bottom of your window.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAfter you've added all desired users to your queue, scroll to the top of the screen and click \u003Cstrong\u003E \u003Cli-icon type=\"nav-people-icon\"\u003E\u003C/li-icon\u003E [] in user queue\u003C/strong\u003E.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003EManage 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You can&nbsp;re-send the welcome email at any time.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"If you need to add a large number of users to your Sales Navigator account, then consider using the Manage users via CSV option.","richDescription":{"markup":"\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003EIf you need to add a large number of users to your Sales Navigator account, then consider using the Manage users via CSV option.\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ERelated tasks\u003C/strong\u003E\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a108110\" target=\"_self\"\u003EAccess Sales Navigator Account Center\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a105138\" target=\"_self\"\u003EResend invitation emails in Sales Navigator People Management\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a133029\" target=\"_self\"\u003EManage users in bulk via CSV in Sales Navigator People Management\u003C/a\u003E\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ELearn more\u003C/strong\u003E\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a108077\" target=\"_self\"\u003EUnderstand Admin and Sub Admin access in Sales Navigator People Management\u003C/a\u003E\u003C/p\u003E"}}}]}]}}}],"rawId":"a105137"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(133029,LITHOGRAPH)","pageHeader":{"title":"Manage Users in Bulk via CSV in Sales Navigator Account Center","subText":"1 month ago","lastModifiedTimestamp":"1715800925225"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Ch3\u003E\u003Cstrong\u003EAdd new users via CSV\u003C/strong\u003E\u003C/h3\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAs an alternative to adding and updating users via Account Center directly, admins can edit CSV files offline and upload those files into Account Center to add and edit users and \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/97986\"\u003Egroups\u003C/a\u003E in bulk.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"fRjGe3FH","title":"Download the CSV template","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo download the CSV template from Account Center:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELog in to your Sales Navigator account.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick \u003Cstrong\u003EAdmin\u003C/strong\u003E&nbsp;and select the \u003Cstrong\u003EAccount Center\u003C/strong\u003E tab from the the top of Admin Home.&nbsp;\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EYou'll be redirected to Account Center.\u003C/li\u003E\u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom \u003Cstrong\u003EAccount Center\u003C/strong\u003E, click \u003Cstrong\u003EPeople\u003C/strong\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick \u003Cstrong\u003EAdd new users\u003C/strong\u003E from the \u003Cstrong\u003EUsers\u003C/strong\u003E tab.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESelect \u003Cstrong\u003EAdd users by CSV\u003C/strong\u003E from the dropdown.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick \u003Cstrong\u003EDownload the CSV template\u003C/strong\u003E from the pop-up window.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EOpen the downloaded template in Microsoft Excel or Google Sheets and enter information for each user you'd like to add.\u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"9I54U0qN","title":"Column header descriptions","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe following table provides information on the most commonly used column headers that our CSV processor supports. You must enter acceptable values for all the required fields for each user that you would like to add and may optionally add acceptable values for the other fields.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Ctable class=\"artdeco-table--striped\"\u003E \u003Ctbody\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E\u003Cstrong\u003ECSV Column header\u003C/strong\u003E\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E\u003Cstrong\u003EColumn header description\u003C/strong\u003E\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E\u003Cstrong\u003ERequired&nbsp;\u003C/strong\u003E\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E\u003Cstrong\u003EAcceptable values&nbsp;\u003C/strong\u003E\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Einvited_email_address\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EUser's work email address\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EYes\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EA valid email address (e.g. john.doe@test.com)\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Epreferred_first_name\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EUser's first name\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENo\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EJohn\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Epreferred_last_name\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EUser's last name\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENo\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EDoe\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Eemployee_id OR unique_user_id\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EYour custom identifier for each user shown as the Employee ID on the users’ enterprise profile in Account Center.\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENo\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EAn alphanumeric ID (e.g. ID12345)\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Eseat_id\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EUnique seat identifier automatically generated for all activated users.\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENo\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EAn alphanumeric ID (e.g. ID12345) \u003Cstrong\u003ENote: This number can't be changed.\u003C/strong\u003E\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003Esales_license_current_status\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003EGrants the user access to Sales Navigator.&nbsp;\u003C/p\u003E \u003Cp\u003E&nbsp;\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENo\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Eactive or inactive\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Eteamlink_extend_license_current_status\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EAllow your account to increase the size of its TeamLink network by adding the networks of the user. TeamLink Extend is only available on Sales Navigator Enterprise contracts.\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENo\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Eactive or inactive\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Eadmin_permission\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003EUser's permission level.&nbsp;\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENo\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Eadmin, reporting, or [blank]\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Egroups\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E \u003Cp\u003ENames of all the groups the user belongs to.&nbsp;\u003C/p\u003E \u003Cp\u003E\u003Cstrong\u003ENote:&nbsp;\u003C/strong\u003EChanges to this column will overwrite any existing group memberships.\u003C/p\u003E \u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENo\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENew or existing group names\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;add_to_groups\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EGroups the user will be added to.\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENo\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENew or existing group names\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Eremove_from_groups\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EGroups the user will be removed from.&nbsp;\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENo\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EExisting group names\u003C/td\u003E \u003C/tr\u003E \u003C/tbody\u003E \u003C/table\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"There is no record limit on a CSV upload.","richDescription":{"markup":"\u003Cp\u003EThere is no record limit on a CSV upload.\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cbr\u003E\n\u003C/p\u003E\u003Cp\u003EWhen adding or revoking users’ licenses, make sure you use the following case-sensitive values:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003Eactive\u003C/strong\u003E: This will send an invite to a new user to activate their license. No changes will be made for users already activated.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003Einactive\u003C/strong\u003E: This will completely revoke the license from the user, including any users who are invited or activated.\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWhen adding or removing users, please keep the following in mind about the \u003Cstrong\u003Egroups\u003C/strong\u003E column header:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf you'd like to manage groups via the legacy CSV method, please review the steps \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a468317\" target=\"_self\"\u003Ehere\u003C/a\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EBoth the \u003Cstrong\u003Egroups\u003C/strong\u003E and \u003Cstrong\u003Eadd_to_groups\u003C/strong\u003E column headers can be used to create new groups by adding a new word into the column.\u003C/p\u003E \u003Cp\u003E\u003Cstrong\u003EExample:\u003C/strong\u003E If you have existing groups Sales and Engineering you can create a new group \u003Cstrong\u003ESupport\u003C/strong\u003E by adding a comma and the word into the column.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Ctable class=\"artdeco-table--striped\"\u003E \u003Ctbody\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Egroups\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ESales, Engineering, \u003Cstrong\u003ESupport\u003C/strong\u003E\u003C/td\u003E \u003C/tr\u003E \u003C/tbody\u003E \u003C/table\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EOr by adding the word into the column.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Ctable class=\"artdeco-table--striped\"\u003E \u003Ctbody\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003Eadd_to_groups\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E\u003Cstrong\u003ESupport\u003C/strong\u003E\u003C/td\u003E \u003C/tr\u003E \u003C/tbody\u003E \u003C/table\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWhatever groups are listed in the \u003Cstrong\u003Egroups\u003C/strong\u003E column will be the full list of groups the user is part of.\u003C/p\u003E \u003Cp\u003EIf you delete a group from this column, the user will be removed from the group.\u003C/p\u003E \u003Cp\u003EIf you add a group to the column, the user will be added to the group.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003Eadd_to_groups\u003C/strong\u003E and \u003Cstrong\u003Eremove_from_groups\u003C/strong\u003E can be used as a supplement to the \u003Cstrong\u003Egroups:\u003C/strong\u003E column for group management.\u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"ieN3o9Mx","title":"Example of a valid CSV file","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the following example, John Doe and Jane Doe are added to an account and can access Sales Navigator based on their license and permissions once they activate their licenses. \u003C/p\u003E\u003Cp\u003EJane has Sales Navigator and sub admin access while John has admin-only access. \u003C/p\u003E\u003Cp\u003EThe Excel file is saved as a CSV file format.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedImage":{"altText":"CSV file headers with information ","imageUrn":"urn:li:digitalmediaAsset:C4D08AQE9KFuZED-32w","imageUrl":"https://media.licdn.com/dms/image/C4D08AQE9KFuZED-32w/croft-frontend-shrinkToFit1920/0/1596837036287?e=1719151200&v=beta&t=m7Q_Y-pMtoNNLKkpGjmJKvs0jnqLC6WO5PvP_Bthwt0"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ECSV file opened in Excel.\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"0B2ehFSP","title":"Upload your CSV file to Account Center","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo upload your CSV file:&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAfter completing your CSV file, save it on your computer.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EMake sure you save the file as a comma-separated CSV file.\u003C/li\u003E\u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom \u003Cstrong\u003EAccount Center\u003C/strong\u003E, click \u003Cstrong\u003EPeople\u003C/strong\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick \u003Cstrong\u003EAdd new users\u003C/strong\u003E from the \u003Cstrong\u003EUsers\u003C/strong\u003E tab.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESelect \u003Cstrong\u003EAdd users by CSV\u003C/strong\u003E from the dropdown.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick \u003Cstrong\u003EUpload CSV\u003C/strong\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESelect your CSV file to upload from your computer and proceed with the upload.\u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"OMbKpZIi","title":"Results from your CSV upload","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAfter you've uploaded your CSV:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWe'll process the file and check for errors.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EReview the results and correct any errors by uploading an edited \u003Cstrong\u003ECSV\u003C/strong\u003E file.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWe'll send an email to the users you've added, with instructions on how to activate their licenses and access LinkedIn Sales Navigator. If a user has been added as an inactive user, a welcome email will not be sent.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYour newly added users will appear in \u003Cstrong\u003EPeople\u003C/strong\u003E tab in Account Center. Initially, their status will be \u003Cstrong\u003EInvited\u003C/strong\u003E. \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/84044\"\u003EAfter they’ve accepted the invite and activated their license their account, their status changes to \u003Cstrong\u003EActivated\u003C/strong\u003E\u003C/a\u003E.\u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cbr\u003E\n\u003C/p\u003E\u003Ch3\u003E\u003Cstrong\u003EUpdate existing users via CSV\u003C/strong\u003E\u003C/h3\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo make updates to your existing users in bulk, you may download all (or a subset of) your users via the CSV download feature, make changes to that data by editing the downloaded file offline and then reupload the file to save your changes. 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It also provides you with easy access to features that will help you accelerate your sales processes and workflows. \u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFollowing are the sections available on the Sales Navigator homepage:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"SilL4YZU","title":"Top pane","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe top pane on the homepage includes the following tabs:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cstrong\u003EHome\u003C/strong\u003E - Takes you back to the homepage.\u003C/li\u003E\u003Cli\u003E\u003Cstrong\u003EAccounts\u003C/strong\u003E - Displays accounts that you have saved and provides you options to discover new accounts.\u003C/li\u003E\u003Cli\u003E\u003Cstrong\u003ELeads\u003C/strong\u003E - Displays all lead lists that you can work with. 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For example, notifications on list shares, connection acceptances, and lead profile views are visible in this panel. \u003C/li\u003E\u003Cli\u003E\u003Cstrong\u003EYour photo\u003C/strong\u003E - Displays a dropdown menu with additional options to manage your Sales Navigator account. \u003C/li\u003E\u003C/ul\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EBelow the top pane, you have the \u003Cstrong\u003ESearch\u003C/strong\u003E bar along with the options to select Account and Lead filters. 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By default, two personas are available in Sales Navigator, and you can create an additional three personas to use.\u003C/li\u003E\u003Cli\u003E\u003Cstrong\u003EMy priority accounts\u003C/strong\u003E - Displays key insights for you on accounts that you've recently saved or starred as High priority.\u003C/li\u003E\u003Cli\u003E\u003Cstrong\u003EYour Sales Navigator Coach\u003C/strong\u003E - Displays core workflows and new features that you can leverage to improve your sales workflows and processes. \u003Cbr\u003E\n \u003C/li\u003E\u003C/ul\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedImage":{"altText":"Sales Navigator homepage","imageUrn":"urn:li:digitalmediaAsset:D4D08AQFZSV9m-r1vVQ","imageUrl":"https://media.licdn.com/dms/image/D4D08AQFZSV9m-r1vVQ/croft-frontend-shrinkToFit1920/0/1715753941297?e=1719151200&v=beta&t=HyNvzG-I03zrZCKBwzGzZ33Hbp_g7hlLaziySlddnCI"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ELearn more\u003C/strong\u003E\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a1515474\" target=\"_self\"\u003ESave your book of business in Sales Navigator\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a1427159\" target=\"_self\"\u003EPersonas in Sales Navigator\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a106031\" target=\"_self\"\u003ESales Navigator Coach\u003C/a\u003E\u003C/li\u003E\u003C/ul\u003E"}}}],"rawId":"a108020"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(105002,LITHOGRAPH)","pageHeader":{"title":"Tips, tricks, and training for Sales Navigator","subText":"8 months ago","lastModifiedTimestamp":"1696244148587"},"contentBody":[{"preRenderedComponent":{"preRenderedCallout":{"description":"At this time, the Learning Center is open access. 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We offer varying language webinars hosted weekly on Zoom, where we'll showcase the product and how it can be useful for you and your team. Use the links below to register for your preferred language session. For live webinars, please sign up at least 24 hours in advance to ensure receiving the confirmation email containing instructions on how to join your session.\u003C/p\u003E \u003Cp\u003E\u003Cstrong\u003EEnglish\u003C/strong\u003E\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://linkedin.zoom.us/webinar/register/WN_Qntz0XcISp21hQAvVX3DOA\" target=\"_blank\"\u003ERegister for the Tuesday Webinar (1:00 PM PDT/3:00 PM CST/4:00 PM EDT)\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://linkedin.zoom.us/webinar/register/WN_Rfo28vHRQ0yPXBq3-uVE7Q\" target=\"_blank\"\u003ERegister for the Wednesday Webinar (4:00 AM PDT/7:00 AM EDT/1:00 PM CET)\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://linkedin.zoom.us/webinar/register/WN_oH4KNDF1QGGHlQhrYXzqlA\" target=\"_self\"\u003ERegister for the Thursday Webinar (7am PDT/10am EDT/4pm CET)\u003C/a\u003E\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYou can also watch a \u003Ca rel=\"\" href=\"https://linkedin.zoom.us/rec/share/-aEQIQPQR2gHyctXFlmry_lgTsKRjRXQw-dp4Mw_Rzh7Z7iGICW0YWKk740b6Y3D.8gVxV_DuefuSaLFS\" target=\"_blank\"\u003Efree on-demand webinar in English\u003C/a\u003E at your convenience. 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This InMail credit grant date is independent of the date you were given a Sales Navigator seat or the date of your initial sign-up if you purchased your account online.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"You cannot purchase any additional InMail credits. But, you can accumulate InMail credits from month to month. However, there is a limit on the total number of InMail credits that you can accumulate. Your InMail credits don't expire.","richDescription":{"markup":"\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003EYou cannot purchase any additional InMail credits. But, you can accumulate InMail credits from month to month. However, there is a limit on the total number of InMail credits that you can accumulate. 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Keep in mind that an automatic reminder is sent to the recipient within three days of the InMail being sent.\u003C/p\u003E \u003Cp\u003EAs part of the new LinkedIn messaging experience, auto replies to InMail messages also count as a response. \"Interested\" and \"Maybe later\" are reflected as accepted messages, while \"Not interested\" is recorded as declined. All three responses are eligible for a credit back. You'll receive the credit back immediately, but only if/when the recipient responds.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"You can edit or delete a message you’ve recently sent. If your sent message receives a response (auto-replies included), you’ll get an additional InMail credit. But if you delete an InMail or Sent message that hasn’t received a response, no InMail messages will be credited back to you.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003EYou can edit or delete a message you’ve recently sent. If your sent message receives a response (auto-replies included), you’ll get an additional InMail credit. But if you delete an InMail or Sent message that hasn’t received a response, no InMail messages will be credited back to you.\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"warning","headline":"Important to know"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"jhLi3ydo","title":"Monthly InMail allotment per account type","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe number of InMail credits you receive on a monthly basis is 50. This is applicable for all Sales Navigator editions (Sales Navigator Core, Sales Navigator Advanced, and Sales Navigator Advanced Plus). \u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"SjVNYxH8","title":"Maximum InMail credit accumulation per account type","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe maximum number of credits that you can accumulate in total is 150. This is applicable for all Sales Navigator editions (Sales Navigator Core, Sales Navigator Advanced, and Sales Navigator Advanced Plus).\u003C/p\u003E \u003Cp\u003EYou can view the number of InMail messages you have from the \u003Cstrong\u003ESettings\u003C/strong\u003E page.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedImage":{"altText":"Sales Navigator page in your Settings showing available InMail messages","imageUrn":"urn:li:digitalmediaAsset:D4D08AQHtYJb-0oWzbw","imageUrl":"https://media.licdn.com/dms/image/D4D08AQHtYJb-0oWzbw/croft-frontend-shrinkToFit1920/0/1673506415001?e=1719151200&v=beta&t=3Pvq6fQT7Crh9tHMFBbZrh3LVvJ9AxBDNpYQFj7BeQ0"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe InMail compose window will display the number of InMail credits left on your account, so you can easily view your current allotment.\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ELearn 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For example, type \"sales manager\". You can also use quotation marks if you want to find someone with a multi-word title.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003ESales Navigator search only supports standard, straight quotation marks (\"). Other software or websites may use special symbols that our system does not recognize. Curly quotation marks (“), also known as smart quotes or typographer's quotes, aren't supported.\u003C/li\u003E\u003Cli\u003EIn order to optimize overall site performance, stop words such as \"by\", \"in\", \"with\", etc. aren't used.\u003C/li\u003E\u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ENOT searches\u003C/strong\u003E: Type the word NOT (capital letters) immediately before a search term to exclude it from your search results. This typically limits your search results. For example, \"sales NOT manager\".\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003EOR searches\u003C/strong\u003E: Type the word OR (capital letters) to see results that include one or more items in a list. This typically broadens your search results. For example, \"sales OR marketing OR advertising”.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003EAND searches\u003C/strong\u003E: AND searches: Type the word AND (capital letters) to see results that include all items in a list. This typically limits your search results. For example, \"accountant AND finance AND CPA\".\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"You don't need to use AND. If your search has two or more terms, you'll automatically see results that include all of them.","richDescription":{"markup":"\u003Cp\u003EYou don't need to use AND. 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With this information, you can easily see who on your team can help you connect with potential leads and make a warm introduction.\u003Cbr\u003E\n \u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"Your teammates will have the same access to your connections.","richDescription":{"markup":"\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003EYour teammates will have the same access to your connections. \u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EBy default, TeamLink is enabled in Sales Navigator. Users of Sales Navigator Advanced and Advanced Plus editions also have access to TeamLink Groups, a cross-contract TeamLink feature that allows you to connect multiple contracts and significantly expand the pool of quality leads. If you'd like to leverage connections of people in your organization by inviting them to use TeamLink and they don't require other Sales Navigator capabilities, then you can assign them TeamLink Extend seats.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ERelated tasks\u003C/strong\u003E\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a105077/\" target=\"_self\"\u003EManage TeamLink settings in Sales Navigator\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a105149/\" target=\"_self\"\u003EManage TeamLink Extend settings\u003C/a\u003E\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ELearn more\u003C/strong\u003E\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a105152/\" target=\"_self\"\u003ETeamLink Groups in Sales Navigator\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a107021/\" target=\"_self\"\u003ETeamLink Extend in Sales Navigator\u003C/a\u003E\u003C/p\u003E"}}}]}]}}}],"rawId":"a101027"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(107026,LITHOGRAPH)","pageHeader":{"title":"Transfer data from individual to corporate Sales Navigator account","subText":"January 30, 2023","lastModifiedTimestamp":"1675101515746"},"contentBody":[{"preRenderedComponent":{"preRenderedCallout":{"description":"If you cancel your individual Sales Navigator account, you'll retain access through the end of your billing period. If you have an annual subscription, please contact support to review cancellation options.","richDescription":{"markup":"\u003Cp\u003EIf you cancel your individual Sales Navigator account, you'll retain access through the end of your billing period. If you have an annual subscription, please contact support to review cancellation options.\u003C/p\u003E"},"presetType":"feature-launcher","headline":"Moving from an individual to a corporate account?","callToAction":{"relationships":"","text":"Open in new tab","url":"/help/sales-navigator/feature-launcher/urn:li:helpCenterArticle:(107026,LITHOGRAPH)?trk=search_feature_launcher","target":"_blank"}}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf you have an individual Sales Navigator account and your company has added you to a corporate license, you can transfer data from your individual account to your new corporate seat.\u003C/p\u003E \u003Cp\u003ESales Navigator offers you the following options using which you can transfer data from your individual account to a corporate account:\u003C/p\u003E \u003Cul\u003E \u003Cli\u003ESelf-serve data transfer – available only for members with a single-user Sales Navigator online subscription, either Core or Advanced edition, who are moving to a corporate Advanced or Advanced Plus subscription. \u003C/li\u003E \u003Cli\u003EManual data transfer – available for users who don’t have a Sales Navigator Core or Advanced subscription and you aren’t moving to a managed Sales Navigator Advanced or Advanced Plus subscription.\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003EHere are some points to keep in mind about data transfers:\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EData transfers take up anywhere between 24 to 48 hours to complete.\u003C/li\u003E \u003Cli\u003EAfter a data transfer, InMail messages are moved and will appear only in your new account dashboard. You can start a new InMail message thread or continue sending messages on existing threads.\u003C/li\u003E \u003Cli\u003EUsage data is calculated for the transferred user beginning with the date of transfer.\u003C/li\u003E \u003Cli\u003EIf you plan to keep your original/individual license, please note that message history will no longer appear in your original license after the transfer is complete.\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003EThe following table describes data that can and can’t be transferred to your new Sales Navigator dashboard.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Ctable class=\"artdeco-table--striped\"\u003E \u003Ctbody\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E\u003Cstrong\u003ETransferrable to new dashboard\u003C/strong\u003E\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E\u003Cstrong\u003ENon-transferrable to new dashboard\u003C/strong\u003E\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ESaved leads\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EUsage reporting\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ESaved accounts\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;Tags\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EPersonal Customer Lists (shared lists not included)\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EAccount maps\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ESaved Searches\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EAdmin Insights and branding\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EInbox, including InMail messages sent and received in Sales Navigator\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EShared custom lists\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EInMail credits\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;Admin settings\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ESmart Links\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;Bookmarked alerts\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EUser Preferences for sales and emails\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;Personas\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003EProfile unlock credits\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ESSI scores\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003Ctr class=\"artdeco-table-row\"\u003E \u003Ctd class=\"artdeco-table-cell\"\u003ENotes\u003C/td\u003E \u003Ctd class=\"artdeco-table-cell\"\u003E&nbsp;\u003C/td\u003E \u003C/tr\u003E \u003C/tbody\u003E \u003C/table\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ERelated links:\u003C/strong\u003E\u003C/p\u003E \u003Cul\u003E \u003Cli\u003E\u003Ca rel=\"\" href=\"http://www.linkedin.com/sales/seat-transfer\" target=\"_self\"\u003ESelf-serve seat transfer data link\u003C/a\u003E\u003C/li\u003E \u003C/ul\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ELearn more:\u003C/strong\u003E\u003C/p\u003E \u003Cul\u003E \u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a725179\" target=\"_blank\"\u003EUse Self-serve option to transfer data to a corporate Sales Navigator account\u003C/a\u003E\u003C/li\u003E \u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a723216\" target=\"_blank\"\u003EManually transfer data to a corporate Sales Navigator account\u003C/a\u003E\u003C/li\u003E \u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a105006\" target=\"_blank\"\u003EData Transfer between two corporate accounts\u003C/a\u003E\u003C/li\u003E \u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a106029\" target=\"_blank\"\u003ETransfer data from corporate to individual accounts\u003C/a\u003E\u003C/li\u003E \u003C/ul\u003E"}}}],"rawId":"a107026"},"showFeedbackDetail":true}]}],"viewer":{"type":"GUEST"},"locale":"en_US","dynaform":{"name":"Sales Solutions Product Support Inquiry","desc":"","path":"LSS-DEFAULT","issueType":744,"fields":[{"name":"internal-notes","type":"hidden","value":"v16 updated 3-4-19 AK"},{"type":"user_name"},{"type":"user_email","show_alt":false},{"name":"RecordTypeID","type":"hidden","value":"0126000000016lm"},{"name":"SalesNav_VS_LSI","label":"Do you need assistance with Sales Navigator or LinkedIn Sales Insights?","options":[{"text":"Sales Navigator","value":"Sales_Navigator","unhide_target_name":"sales_navigator_form"},{"text":"LinkedIn Sales Insights (LSI)","value":"LSI","unhide_target_name":"lsi_form"}],"type":"select","required":true},{"name":"app_site","options":[{"value":"iPhone","text":"iPhone"},{"value":"iPad","text":"iPad"},{"value":"Apple Laptop","text":"Apple Laptop"},{"value":"Desktop Windows Laptop","text":"Desktop Windows Laptop"},{"value":"Desktop Windows Phone","text":"Desktop Windows Phone"},{"value":"Windows Tablet","text":"Windows Tablet"},{"value":"Android Phone","text":"Android Phone"},{"value":"Android Tablet","text":"Android Tablet"},{"value":"Blackberry","text":"Blackberry"},{"value":"Not Device Specific","text":"Not Device Specific"},{"value":"Other","text":"Other"}],"label":"What type of device are you using?","type":"select"},{"name":"lsi_form","type":"group","fields":[{"name":"Product_Level_1__c","type":"hidden","value":"Sales Navigator","required":true},{"name":"Product_Level_2__c","type":"hidden","value":"LinkedIn Sales Insights (LSI)","required":true},{"name":"contact_reason","options":[{"text":"Something is broken or not working","value":"Something_is_broken_or_not_working","unhide_target_name":"clear_cache_and_cookies"},{"text":"General Question/Service Request","value":"General_Question_Service_Request","unhide_target_name":"I_need_assistance_with_lsi"},{"value":"Feedback","text":"Feedback"}],"label":"Contact Reason","type":"select"},{"name":"clear_cache_and_cookies","type":"group","fields":[{"name":"product_feature","text":"\u003Cem\u003ETIP:\u003C/em\u003E Many issues can be resolved by clearing cache and cookies or by switching to a new browser.","type":"static"},{"type":"static","text":"Learn how to \u003Ca href='https://www.linkedin.com/help/sales-navigator/answer/1285' target='_blank'\u003Eclear your cache and cookies on your desktop\u003C/a\u003E."},{"name":"aggr_cache_choice","options":[{"text":"Yes","value":"Yes","unhide_target_name":"I_need_assistance_with_lsi"},{"text":"No","value":"No","unhide_target_name":"I_need_assistance_with_lsi"}],"label":"Have you cleared your cached pages and cookies?","type":"radio"}]},{"name":"I_need_assistance_with_lsi","options":[{"text":"Access/Activation Issue","value":"Access_Activation_Issue","unhide_target_name":"LSI_Cat_3_Group_Acc"},{"text":"Admin - Add/Edit/Remove User","value":"Admin_Add_Edit_Remove_User","unhide_target_name":"LSI_Cat_3_Group_Admin"},{"text":"Analyzing Reports","value":"Analyzing_Reports","unhide_target_name":"LSI_Cat_3_Group_AnaRepo"},{"text":"Customer Education - General Questions","value":"Customer_Education_General_Questions","unhide_target_name":"LSI_Cat_3_Group_Edu"},{"text":"Data / Methodology","value":"Data_Methodology","unhide_target_name":"LSI_Cat_3_Group_Data"},{"text":"Downloads & Download Tracking","value":"Downloads_&_Download_Tracking","unhide_target_name":"LSI_Cat_3_Group_Track"},{"text":"Importing Accounts","value":"Importing_Accounts","unhide_target_name":"LSI_Cat_3_Group_Account"},{"text":"Pricing","value":"Pricing","unhide_target_name":"LSI_Cat_3_Group_Pricing"},{"text":"Search / Creating Reports","value":"Search_Creating_Reports","unhide_target_name":"LSI_Cat_3_Group_Search"},{"text":"Other","value":"Other","unhide_target_name":"LSI_Cat_3_Group_Other"}],"label":"I need assistance with:","type":"select","required":true},{"name":"LSI_Cat_3_Group_Acc","type":"group","fields":[{"name":"Product_Level_3__c","type":"hidden","value":"Access/Activation Issue","required":true}]},{"name":"LSI_Cat_3_Group_Admin","type":"group","fields":[{"name":"Product_Level_3__c","type":"hidden","value":"Admin – Add / Edit/Remove User","required":true}]},{"name":"LSI_Cat_3_Group_AnaRepo","type":"group","fields":[{"name":"Product_Level_3__c","type":"hidden","value":"Analyzing Reports","required":true}]},{"name":"LSI_Cat_3_Group_Edu","type":"group","fields":[{"name":"Product_Level_3__c","type":"hidden","value":"Customer Education - General Questions","required":true}]},{"name":"LSI_Cat_3_Group_Data","type":"group","fields":[{"name":"Product_Level_3__c","type":"hidden","value":"Data/Methodology","required":true}]},{"name":"LSI_Cat_3_Group_Track","type":"group","fields":[{"name":"Product_Level_3__c","type":"hidden","value":"Downloads and Download Tracking","required":true}]},{"name":"LSI_Cat_3_Group_Account","type":"group","fields":[{"name":"Product_Level_3__c","type":"hidden","value":"Importing Accounts","required":true}]},{"name":"LSI_Cat_3_Group_Pricing","type":"group","fields":[{"name":"Product_Level_3__c","type":"hidden","value":"Pricing","required":true}]},{"name":"LSI_Cat_3_Group_Search","type":"group","fields":[{"name":"Product_Level_3__c","type":"hidden","value":"Search / Creating Reports","required":true}]},{"name":"LSI_Cat_3_Group_Other","type":"group","fields":[{"name":"Product_Level_3__c","type":"hidden","value":" ","required":true}]}]},{"name":"sales_navigator_form","type":"group","fields":[{"name":"Product_Level_1__c","type":"hidden","value":"Sales Navigator"},{"name":"I_need_assistance_with_SN","options":[{"text":"Account Center","value":"Administrator Question/Account Center","unhide_target_name":"account_center"},{"text":"Billing","value":"Billing","unhide_target_name":"billing"},{"text":"Cancel","value":"Cancel","unhide_target_name":"cancel"},{"text":"Sending Invitations","value":"Sending Invitations","unhide_target_name":"other"},{"text":"Feedback","value":"Feedback","unhide_target_name":"feedback"},{"text":"CRM Integration (Dynamics 365)","value":"Dynamics_Option","unhide_target_name":"microsoft_dynamics"},{"text":"CRM Integration (Salesforce)","value":"Salesforce_Option","unhide_target_name":"salesforce_select"},{"text":"Seat Management","value":"Administrator Functionality","unhide_target_name":"seat_manage"},{"text":"Technical Issue","value":"technical_issue","unhide_target_name":"technical_issue"},{"text":"Upgrade/Add on","value":"Upgrade/Add on","unhide_target_name":"upgrade"},{"text":"Usage Reporting Admin","value":"Sales Nav Reporting","unhide_target_name":"usage_reporting_admin"},{"text":"Other","value":"other","unhide_target_name":"other"}],"label":"I need assistance with:","type":"select","required":true},{"name":"account_center","type":"group","fields":[{"name":"Product_Level_2__c","type":"hidden","value":"Administrator Question/Account Center"},{"name":"Admin","options":[{"value":"option_yes","text":"Yes"},{"value":"option_no","text":"No"}],"label":"Are you an Administrator on an existing Sales Navigator Account?","type":"select"},{"name":"account_details_All","type":"group","fields":[{"name":"Enterprise_VS_Team_VS_Pro","options":[{"value":"sales_navigator_core","text":"Sales Navigator Core"},{"value":"sales_navigator_advanced","text":"Sales Navigator Advanced"},{"value":"sales_navigator_advanced_plus","text":"Sales Navigator Advanced Plus"}],"label":"What is your account type?","type":"select","required":true,"desc":"You can find your account type on your \u003Ca href='//www.linkedin.com/sales/settings' target='_blank'\u003ESales Navigator settings page\u003C/a\u003E under Account Type."}]}]},{"name":"billing","type":"group","fields":[{"name":"Product_Level_2__c","type":"hidden","value":"Billing"},{"name":"New_Or_Existing_Sub","options":[{"text":"New","value":"New","unhide_target_name":"contact_number_new"},{"text":"Existing","value":"Existing","unhide_target_name":"not_new"}],"label":"Are you contacting us about a new or existing subscription?","type":"select"},{"name":"contact_number_new","label":"If you'd like us to contact you via telephone, please provide us your telephone number below.","type":"textbox"},{"name":"not_new","type":"group","fields":[{"name":"Credit_Card","options":[{"text":"Yes","value":"Online","unhide_target_name":"account_details"},{"text":"No","value":"Offline","unhide_target_name":"account_type"}],"label":"Did you purchase your LinkedIn Sales Navigator subscription via credit card?","type":"select","required":true},{"name":"account_details","type":"group","fields":[{"name":"Product_Level_4__c","type":"hidden","value":"Online"},{"name":"Pro_VS_Team","options":[{"value":"sales_navigator_core","text":"Sales Navigator Core"},{"value":"sales_navigator_advanced","text":"Sales Navigator Advanced"},{"value":"sales_navigator_advanced_plus","text":"Sales Navigator Advanced Plus"}],"label":"What is your account type?","type":"select","required":true,"desc":"You can find your account type on your \u003Ca href='//www.linkedin.com/sales/settings' target='_blank'\u003ESales Navigator settings page\u003C/a\u003E under Account Type."},{"name":"transfer_personal_account_data","options":[{"text":"Yes","value":"yes","unhide_target_name":"transfer_data_yes"},{"text":"No","value":"no","unhide_target_name":"transfer_data_no"}],"label":"Do you need to transfer personal account data to a company account?","type":"select","required":true},{"name":"transfer_data_yes","type":"group","fields":[{"name":"Product_Level_1__c","type":"hidden","value":"Sales Navigator"},{"name":"Product_Level_2__c","type":"hidden","value":"Admin Functionality"},{"name":"Product_Level_3__c","type":"hidden","value":"Seat Transfer - Online to Offline"}]},{"name":"transfer_data_no","type":"group","fields":[{"name":"Product_Level_1__c","type":"hidden","value":"Sales Navigator"},{"name":"Product_Level_2__c","type":"hidden","value":"Cancel"},{"name":"Product_Level_3__c","type":"hidden","value":"Cancel - Upgrade to Corporate"}]}]},{"name":"account_type","type":"group","fields":[{"name":"Product_Level_4__c","type":"hidden","value":"Offline"},{"name":"contact_number_no","label":"If you'd like us to contact you via telephone, please provide us your telephone number below.","type":"textbox"},{"name":"Enterprise_VS_Team","options":[{"value":"sales_navigator_core","text":"Sales Navigator Core"},{"value":"sales_navigator_advanced","text":"Sales Navigator Advanced"},{"value":"sales_navigator_advanced_plus","text":"Sales Navigator Advanced Plus"}],"label":"What is your account type?","type":"select","required":true,"desc":"You can find your account type on your \u003Ca href='//www.linkedin.com/sales/settings' target='_blank'\u003ESales Navigator settings page\u003C/a\u003E under Account Type."}]}]}]},{"name":"cancel","type":"group","fields":[{"name":"Product_Level_2__c","type":"hidden","value":"Cancel"},{"name":"cancel_tip","text":"\u003Cem\u003ETIP:\u003C/em\u003E If you purchased your subscription via the Apple store, please reach out to Apple directly for cancellation support. \u003Ca href='https://www.linkedin.com/help/sales-navigator/answer/49845'\u003ELearn more\u003C/a\u003E.","type":"static"},{"name":"Credit_Card","options":[{"text":"Yes","value":"Online","unhide_target_name":"cancel_answer"},{"text":"No","value":"Offline","unhide_target_name":"no_offline_cc"}],"label":"Did you purchase your LinkedIn Sales Navigator subscription via credit card?","type":"select","required":true},{"name":"transfer_data_yes_cancel","type":"group","fields":[{"name":"Product_Level_1__c","type":"hidden","value":"Sales Navigator"},{"name":"Product_Level_2__c","type":"hidden","value":"Admin Functionality"},{"name":"Product_Level_3__c","type":"hidden","value":"Seat Transfer - Online to Offline"}]},{"name":"transfer_data_no_cancel","type":"group","fields":[{"name":"Product_Level_1__c","type":"hidden","value":"Sales Navigator"},{"name":"Product_Level_2__c","type":"hidden","value":"Cancel"},{"name":"Product_Level_3__c","type":"hidden","value":"Cancel - Upgrade to Corporate"}]},{"name":"cancel_answer","type":"group","fields":[{"type":"static","text":"If you purchased with a credit card, you can cancel quickly online, \u003Ca href='https://www.linkedin.com/help/sales-navigator/answer/50379' target='_blank'\u003ELearn more.\u003C/a\u003E"},{"name":"Product_Level_4__c","type":"hidden","value":"Online"},{"name":"transfer_personal_account_data_cancel","options":[{"text":"Yes","value":"yes","unhide_target_name":"transfer_data_yes_cancel"},{"text":"No","value":"no","unhide_target_name":"transfer_data_no_cancel"}],"label":"Do you need to transfer personal account data to a company 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Type."}]}]},{"name":"other","type":"group","fields":[{"name":"Product_Level_2__c","type":"hidden","value":" "}]}]},{"type":"static","text":"**Please attach screenshots of any errors below for best assistance**"},{"type":"group","fields":[{"name":"description","label":"Please provide the steps are taking when encountering the issue, provide any feedback, or ask a question","type":"textarea","maxlength":32000,"required":true},{"name":"attachment_field","label":"Add an Attachment","type":"attachments","desc":"Screenshots or videos can help us resolve your issue faster."}]}],"dbFields":[]},"captcha":{"challengeId":"AQE-4ZhY7yDosAAAAZAhTCkBrklvcsN1RiuIoqAbNUHt4Sx-XXad19-saxOKw_FRyag95eNfI8178vzcUgCfw0f335rwRcDyog"}}"> <meta name="helpcenter:tracking-id" content="Vt64onDSQSKIgduijXT/tQ=="> <link rel="canonical" href="https://web.archive.org/web/20240616134557/https://www.linkedin.com/help/sales-navigator/ask"> <!----> <link rel="icon" 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