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Sales Insights Basics | Sales Navigator Help
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aria-labelledby="help-center-list-title"> <li> <a class="me-menu__action-link t-14 " href="/help/linkedin?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> LinkedIn </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/billing?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Corporate Billing </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/learning?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Learning </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/lms?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Marketing Solutions </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/recruiter?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Recruiter </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/sales-insights?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Sales Insights </a> </li> <li> <a class="me-menu__action-link t-14 me-menu__action-link--selected" href="/help/sales-navigator?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option" aria-current="page"> Sales Navigator </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/talent-hub?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Talent Hub </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/talent-insights?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> Talent Insights </a> </li> </ul> </div> <a class="me-menu__action-link t-14" href="https://www.linkedin.com/sales?trk=help_me_menu" rel="noopener nofollow" data-test-id="me-menu-associated-product"> Go to Sales Navigator </a> </section> <a class="artdeco-button artdeco-button--primary" href="https://www.linkedin.com/checkpoint/lg/login?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fhelp%2Fsales-navigator%2Ftopic%2Fa104001&trk=help_me_menu" data-test-id="me-menu-sign-in"> Sign in </a> </div> </div> <a class="site-navigation__sign-in artdeco-button artdeco-button--2 artdeco-button--secondary artdeco-button--inverse mobile-excluded" href="https://www.linkedin.com/checkpoint/lg/login?session_redirect=https%3A%2F%2Fwww%2Elinkedin%2Ecom%2Fhelp%2Fsales-navigator%2Ftopic%2Fa104001" data-test-id="sign-in-button">Sign in</a> </nav> </div> </header> <main role="main" tabindex="-1" id="a11y-main" class="layout layout--one-column" aria-label="Help content" data-inert-toggle-target="me-menu-inert-toggle-target"> <div class="topic-page" data-test-selector="topic-page-container"> <div class="page-heading" data-test-selector="heading-container"> <div class="page-width-content"> <h2 class="page-heading__title t-black t-24 t-bold" data-test-selector="heading-title"> Tagged in “Sales Insights Basics” </h2> <span class="t-14 t-black--light" data-test-selector="article-count">23 articles</span> </div> </div> <div class="page-width-content topic-page__content"> <section class="body-content"> <ul class="topic-page__list"> <li> <article class="article-preview" aria-labelledby="article-preview-title" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a1594619" class="article-preview__link t-16" data-test-selector="article-preview-link"> LinkedIn Customer Learning Centers and Marketing Labs </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Pages Basics, Sales Insights Basics, Learning Center, and Get Started with LinkedIn Ads </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> The LinkedIn Customer Learning Centers and Marketing Labs are sites that offer free online courses about LinkedIn Talent, Sales, and Advertising solutions to help you discover customer learning content. To access these sites, you must… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-1" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-1" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a5939061" class="article-preview__link t-16" data-test-selector="article-preview-link"> LinkedIn Sales Insights will no longer be available </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Data and Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> We launched LinkedIn Sales Insights to deliver a data enrichment and analytics platform to Sales Operations professionals and while we have succeeded in serving customers in this way, we have decided to discontinue services on December 31, 2024, so… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-2" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-2" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a146099" class="article-preview__link t-16" data-test-selector="article-preview-link"> Manage CSV Imports in LinkedIn Sales Insights </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> You can analyze and append data to a custom list of accounts in LinkedIn Sales Insights by using the CSV account import feature. If you use Salesforce or Microsoft Dynamics 365 as your CRM, you may import accounts directly from your CRM instead… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-3" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-3" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a144118" class="article-preview__link t-16" data-test-selector="article-preview-link"> Build Reports in LinkedIn Sales Insights </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> LinkedIn Sales Insights allows you to build reports to answer key sales planning questions for your business. After your reports are built, they may be exported to your CRM or a CSV file. The CSV file will include the growth trends… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-4" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-4" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a143163" class="article-preview__link t-16" data-test-selector="article-preview-link"> Manage CSV and CRM Exports in LinkedIn Sales Insights </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> A few things to keep in mind when exporting CSVs: Please review the frequently asked questions below to learn more about exports: When exporting companies, you may download as many companies as the number of remaining… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-5" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-5" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a193014" class="article-preview__link t-16" data-test-selector="article-preview-link"> How to Manage LinkedIn Sales Insights Custom Personas </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> LinkedIn Sales Insights Personas allow you to easily view and compare headcount, growth, and sales connectivity and activity metrics for target users and buyers. To create a Persona: On the Personas tab… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-6" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-6" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a146098" class="article-preview__link t-16" data-test-selector="article-preview-link"> Resend a Sales Insights Invitation </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> Admins can resend LinkedIn Sales Insights invitations for all account users that have been invited to the account but have not yet activated their license through the invitation email. To resend an invitation to a Sales … </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-7" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-7" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a146102" class="article-preview__link t-16" data-test-selector="article-preview-link"> Integration Between LinkedIn Sales Insights and LinkedIn Sales Navigator </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights CRM and Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> Together, LinkedIn Sales Insights and LinkedIn Sales Navigator can power your go-to-market strategy through a shared foundation of data. Sales Insights and Sales Navigator work together in the following ways: Sales Insights aggregates all of… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-8" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-8" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a144052" class="article-preview__link t-16" data-test-selector="article-preview-link"> LinkedIn Sales Insights - Overview </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> LinkedIn Sales Insights is a self-serve insights and data product for Sales Operations and Sales Managers to plan their sales and go-to-market strategy. Because LinkedIn is the world’s largest professional network, with more than 675… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-9" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-9" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a480480" class="article-preview__link t-16" data-test-selector="article-preview-link"> Share Reports in LinkedIn Sales Insights </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics and Sales Insights Data </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> LinkedIn Sales Insights allows you to share reports with team members on your Sales Insights contract. Any user within a Sales Insights contract can share a report, but only an admin user can rename or delete a shared report. When you share a report… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-10" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-10" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a144120" class="article-preview__link t-16" data-test-selector="article-preview-link"> Permissions in LinkedIn Sales Insights </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Admin and Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> There are three types of permissions in LinkedIn Sales Insights: admin, sub admin, and user. Admin: As an admin, you have access to Account Center and can assign and revoke licenses to your team, as well… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-11" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-11" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a145116" class="article-preview__link t-16" data-test-selector="article-preview-link"> Password Help in LinkedIn Sales Insights </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> Your login and password for your personal LinkedIn account and your LinkedIn Sales Insights account are the same. If you forget your password, you can reset it from the LinkedIn sign-in page. </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-12" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-12" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a146101" class="article-preview__link t-16" data-test-selector="article-preview-link"> Member Privacy in LinkedIn Sales Insights - FAQ </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> The privacy of our members is a top priority for LinkedIn. Data within LinkedIn Sales Insights honors the privacy settings our members have chosen.Sales Insights looks at aggregated data from millions of member profiles, billions of member… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-13" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-13" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a146100" class="article-preview__link t-16" data-test-selector="article-preview-link"> Manage Users and Licenses in LinkedIn Sales Insights </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Admin and Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> You can add, remove, and manage licenses within Account Center. To add users by email: The user(s) will now appear on the user list as Invited until they’ve activated their account by accepting their emailed … </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-14" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-14" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a189013" class="article-preview__link t-16" data-test-selector="article-preview-link"> Manage Sources for LinkedIn Sales Insights - FAQ </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> Sources in LinkedIn Sales Insights allow you to analyze a list of accounts by appending LinkedIn data. 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You can make a copy of a report from the Reports tab, or open a specific report and make a copy of it. Sign in to LinkedIn Sales Insights. From the Reports tab, click… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-18" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-18" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a146106" class="article-preview__link t-16" data-test-selector="article-preview-link"> Contact Support for LinkedIn Sales Insights Help </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> The LinkedIn Sales Insights Help Center contains resources, troubleshooting tips, and useful information to help you use our products better. 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Now, you can also connect your CRM directly with Sales Insights, without completing the CRM… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-20" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-20" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a143164" class="article-preview__link t-16" data-test-selector="article-preview-link"> Answer Sales Planning Questions With LinkedIn Sales Insights </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> LinkedIn Sales Insights is a self-serve insights and data product for Sales Operations and Sales Managers to plan their sales and go-to-market strategy. With Sales Insights, you can answer questions like: How do I size the total… </p> </article> </li> <li> <article class="article-preview" aria-labelledby="article-preview-title-21" data-test-selector="article-preview-article"> <header class="article-preview__header"> <h3 id="article-preview-title-21" class="article-preview__title" data-test-selector="article-preview-title"> <a href="/help/sales-navigator/answer/a146105" class="article-preview__link t-16" data-test-selector="article-preview-link"> Activate Your LinkedIn Sales Insights License </a> </h3> <p class="article-preview__topics t-12 t-black--light" data-test-selector="article-preview-topics"> Sales Insights Basics </p> </header> <p class="article-preview__excerpt t-14" data-test-selector="article-preview-excerpt"> When a LinkedIn Sales Insights admin adds you as a user, sub admin, or admin to your organization’s Sales Insights account, you’ll automatically receive an email. 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