Contact us | Sales Insights Help

<!DOCTYPE html> <html lang="en" data-ui-framework="glimmer" data-presentation-type="FULL_PAGE" class="theme--artdeco"> <head> <title>Contact us | Sales Insights Help</title> <meta name="apple-mobile-web-app-capable" content="yes"> <meta name="apple-mobile-web-app-status-bar-style" content="default"> <meta name="viewport" content="width=device-width, initial-scale=1"> <meta name="description" content> <meta name="locale" content="en_US"> <meta name="robots" content="noindex,nofollow"> <meta name="og:title" content="Contact us | Sales Insights Help"> <meta name="og:site_name" content="Sales Insights Help"> <meta name="og:description" content> <meta name="og:url" content="https://www.linkedin.com/help/sales-insights/ask"> <meta name="pageKey" content="hc_smarter_assist"> <meta name="asset-url" id="artdeco/static/images/icons.svg" content="https://static.licdn.com/sc/h/6sz1e821vgereyxaakx87tt4z"> <meta name="helpcenter:bootstrap" content="{"cdnUrl":"https://static.licdn.com","application":{"name":"helpcenter-frontend","instance":"i001","version":"0.5.5030","multiproductName":"helpcenter"},"availableHelpCenters":[{"urn":"urn:li:helpCenterInstance:linkedin","longLabel":"LinkedIn Help","shortLabel":"LinkedIn"},{"urn":"urn:li:helpCenterInstance:billing","longLabel":"Corporate Billing Help","shortLabel":"Corporate Billing"},{"urn":"urn:li:helpCenterInstance:learning","longLabel":"Learning Help","shortLabel":"Learning"},{"urn":"urn:li:helpCenterInstance:lms","longLabel":"Marketing Solutions Help","shortLabel":"Marketing Solutions"},{"urn":"urn:li:helpCenterInstance:recruiter","longLabel":"Recruiter Help","shortLabel":"Recruiter"},{"urn":"urn:li:helpCenterInstance:sales-insights","longLabel":"Sales Insights Help","shortLabel":"Sales Insights"},{"urn":"urn:li:helpCenterInstance:sales-navigator","longLabel":"Sales Navigator Help","shortLabel":"Sales Navigator"},{"urn":"urn:li:helpCenterInstance:talent-hub","longLabel":"Talent Hub Help","shortLabel":"Talent Hub"},{"urn":"urn:li:helpCenterInstance:talent-insights","longLabel":"Talent Insights Help","shortLabel":"Talent Insights"}],"globalAlerts":[],"helpCenterInstance":"urn:li:helpCenterInstance:sales-insights","lixResults":[],"locale":"en_US","pageKey":"hc_smarter_assist","presentationType":"FULL_PAGE","uiTheme":"ART_DECO","uiDesignSystem":"art-deco","siteSearch":{},"contactChannels":{"contactUs":{"href":"https://www.linkedin.com/help/sales-insights/ask"}},"allowOpenChatWithQueryParam":false}"> <meta name="helpcenter:clientdata" content="{"smarterAssistFlow":{"topicArticles":[{"i18nKey":"i18n_contact_us_topic_lsi_accessing_sales_insights","articleUrns":["urn:li:helpCenterArticle:(144119,LITHOGRAPH)","urn:li:helpCenterArticle:(144120,LITHOGRAPH)","urn:li:helpCenterArticle:(146105,LITHOGRAPH)"]},{"i18nKey":"i18n_contact_us_topic_lsi_admin_tasks_management","articleUrns":["urn:li:helpCenterArticle:(144117,LITHOGRAPH)","urn:li:helpCenterArticle:(146100,LITHOGRAPH)","urn:li:helpCenterArticle:(145122,LITHOGRAPH)","urn:li:helpCenterArticle:(146098,LITHOGRAPH)"]},{"i18nKey":"i18n_contact_us_topic_lsi_crm_integrations","articleUrns":["urn:li:helpCenterArticle:(411753,LITHOGRAPH)","urn:li:helpCenterArticle:(422593,LITHOGRAPH)","urn:li:helpCenterArticle:(423501,LITHOGRAPH)","urn:li:helpCenterArticle:(419445,LITHOGRAPH)","urn:li:helpCenterArticle:(419447,LITHOGRAPH)"]},{"i18nKey":"i18n_contact_us_topic_lsi_reporting_exports","articleUrns":["urn:li:helpCenterArticle:(144118,LITHOGRAPH)","urn:li:helpCenterArticle:(143163,LITHOGRAPH)","urn:li:helpCenterArticle:(413066,LITHOGRAPH)"]},{"i18nKey":"i18n_contact_us_topic_lsi_accounts_personas","articleUrns":["urn:li:helpCenterArticle:(145124,LITHOGRAPH)","urn:li:helpCenterArticle:(193014,LITHOGRAPH)","urn:li:helpCenterArticle:(413066,LITHOGRAPH)"]}],"showMediumDeflection":false,"topicI18nKeys":["i18n_contact_us_topic_lsi_accessing_sales_insights","i18n_contact_us_topic_lsi_admin_tasks_management","i18n_contact_us_topic_lsi_crm_integrations","i18n_contact_us_topic_lsi_reporting_exports","i18n_contact_us_topic_lsi_accounts_personas"],"showLowDeflection":true,"showHighDeflection":false},"smarterAssistTabsData":[{"topicI18nKey":"i18n_contact_us_topic_lsi_accessing_sales_insights","articleList":[{"article":{"source":"urn:li:helpCenterArticle:(144119,LITHOGRAPH)","pageHeader":{"title":"Access LinkedIn Sales Insights ","subText":"June 28, 2021","lastModifiedTimestamp":"1624920053581"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EOnce you’re given access to LinkedIn Sales Insights by your company’s account admin, you’ll receive an activation email from Sales&nbsp;Insights.\u003C/p\u003E \u003Cp\u003EAfter you’ve activated your license, you can access Sales Insights via \u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights\" target=\"_self\"\u003Ehttps://www.linkedin.com/sales-insights\u003C/a\u003E.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"Admins can activate their Account Center emails similarly, then access both Account Center and LinkedIn Sales Insights.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003EAdmins can activate their Account Center emails similarly, then access both Account Center and LinkedIn Sales Insights.&nbsp;\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"warning","headline":"Important to know"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFor easy reference in the future, bookmark \u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights\" target=\"_self\"\u003ESales Insights\u003C/a\u003E in your web browser.&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"Are you interested in accessing LinkedIn Sales Insights but don’t yet have an account? Please contact your LinkedIn Relationship Manager for more information.","richDescription":{"markup":"\u003Cp\u003EAre you interested in accessing LinkedIn Sales Insights but don’t yet have an account? Please contact your LinkedIn Relationship Manager for more information. \u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}}],"rawId":"a144119"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(144120,LITHOGRAPH)","pageHeader":{"title":"Permissions in LinkedIn Sales Insights ","subText":"June 28, 2021","lastModifiedTimestamp":"1624922658253"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThere are three types of permissions in LinkedIn Sales Insights:&nbsp;admin,&nbsp;sub&nbsp;admin, and&nbsp;user.&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003EAdmin\u003C/strong\u003E:&nbsp;As an admin, you have access to&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/accountcenter\"\u003EAccount Center\u003C/a\u003E&nbsp;and can assign and revoke licenses to your team,&nbsp;as well as&nbsp;choose permission types for your&nbsp;users. You can also&nbsp;purchase and use credits to export company records. &nbsp;\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EIf you are also&nbsp;an admin for Sales Navigator, you can connect your CRM to Sales Insights. If you&nbsp;aren’t&nbsp;the Sales Navigator&nbsp;admin, please contact the Sales Navigator&nbsp;admin&nbsp;to connect. &nbsp;\u003C/li\u003E\u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003ESub&nbsp;Admin\u003C/strong\u003E: As a&nbsp;sub&nbsp;admin, you have access to Sales Insights and can use credits to export company records.&nbsp;If you need help purchasing more credits or assigning a license to a new user, please contact your Sales Insights admin.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003EUser\u003C/strong\u003E: As a user, you have access to Sales Insights and can export company records that have already been purchased by your team.&nbsp;&nbsp;\u003C/p\u003E \u003Cul\u003E \u003Cli\u003ETo view and download company records that have been purchased by your team, go to the \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a143163\" target=\"_self\"\u003ESources page, under the Purchased Accounts section\u003C/a\u003E.\u003C/li\u003E \u003C/ul\u003E"}}}]}]}}}],"rawId":"a144120"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(146105,LITHOGRAPH)","pageHeader":{"title":"Activate Your LinkedIn Sales Insights License ","subText":"June 28, 2021","lastModifiedTimestamp":"1624920166935"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWhen a LinkedIn Sales Insights admin adds you as a user, sub admin, or admin to your organization’s Sales Insights account, you’ll&nbsp;automatically&nbsp;receive an email.&nbsp;&nbsp;\u003C/p\u003E\u003Cp\u003ETo activate your license:&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003EActivate your account now\u003C/strong\u003E&nbsp;within the email you received.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EEnter your LinkedIn account credentials.&nbsp;&nbsp;\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EIf you don’t have a&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/2964\"\u003ELinkedIn account\u003C/a\u003E, click&nbsp;\u003Cstrong\u003EJoin now\u003C/strong\u003E.&nbsp;&nbsp;\u003C/li\u003E\u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the&nbsp;\u003Cstrong\u003EAdd LinkedIn Sales Insights to your account&nbsp;\u003C/strong\u003Ewindow, review:&nbsp;\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EWhat information your organization can access&nbsp;\u003C/li\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/legal/user-agreement\"\u003ELinkedIn Terms\u003C/a\u003E&nbsp;\u003C/li\u003E\u003Cli\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/legal/privacy-policy\"\u003ELinkedIn Privacy Policy\u003C/a\u003E&nbsp;\u003C/li\u003E\u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf you agree, click&nbsp;\u003Cstrong\u003EAccept &amp; Continue\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYou’ll now be able to access your&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights/\" target=\"_self\"\u003ESales Insights license\u003C/a\u003E.&nbsp;If you’re also an admin, you’ll be able to activate your Account Center email similarly, then also access&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/accountcenter\" target=\"_self\"\u003EAccount Center\u003C/a\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}],"rawId":"a146105"},"showFeedbackDetail":true}]},{"topicI18nKey":"i18n_contact_us_topic_lsi_accounts_personas","articleList":[{"article":{"source":"urn:li:helpCenterArticle:(145124,LITHOGRAPH)","pageHeader":{"title":"LinkedIn Sales Insights account matching via CRM or CSV","subText":"February 14, 2023","lastModifiedTimestamp":"1676380097341"},"contentBody":[{"preRenderedComponent":{"preRenderedCallout":{"description":"To sync your CRM and correct matched accounts, you must be both a CRM and Sales Insights full admin. However, any Sales Insights user (even non-admins) may import/review accounts via CSV.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003ETo sync your CRM and correct matched accounts, you must be both a CRM and Sales Insights full admin.&nbsp;However, any Sales Insights user (even non-admins) may import/review accounts via CSV.\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"permission","headline":"Who can use this feature?"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn LinkedIn Sales Insights, you can match your imported accounts with companies that have LinkedIn Company Profile in one of the following ways: \u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAccount matching through CRM Mapping in Sales Navigator (recommended)\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf you are connecting Sales Insights to your CRM through Sales Navigator, you can use the CRM Mapping in Sales Navigator for a more flexible and accurate account matching experience with the ability to customize match fields and even force a match. Once you make changes to CRM Mapping in Sales Navigator, Sales Insights will ingest data from your CRM and match accounts accordingly.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAccount matching with Sales Insights standalone\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf you are connecting to your CRM directly with Sales Insights, you can import accounts to Sales Insights from your CRM or by uploading a CSV file. LinkedIn Sales Insights matches your imported accounts with companies that have LinkedIn Company Profiles. Similar to Sales Navigator, Sales Insights reviews account fields for each CSV or CRM record, and uses a score-based model to determine whether a match should be made with the corresponding profile.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe fields&nbsp;include:&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cul\u003E \u003Cli\u003E\u003Cstrong\u003ECompany name:\u003C/strong\u003E The most important input variable\u003C/li\u003E \u003Cli\u003E\u003Cstrong\u003EWebsite URL:\u003C/strong\u003E The second most important input variable\u003C/li\u003E \u003Cli\u003E\u003Cstrong\u003EAddress:\u003C/strong\u003E Company street, city, and country\u003C/li\u003E \u003Cli\u003E\u003Cstrong\u003EStock symbol\u003C/strong\u003E\u003C/li\u003E \u003C/ul\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf available, the following can also be used to manually force a correct match:\u003C/p\u003E \u003Cul\u003E \u003Cli\u003ELinkedIn Company ID\u003C/li\u003E \u003Cli\u003ELinkedIn Company Page URL\u003C/li\u003E \u003Cli\u003ESales Navigator URL\u003C/li\u003E \u003C/ul\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"Including more fields and keeping them up to date will improve your match results. In particular, ensure the two most critical fields - Company Name and Website URL, are high quality and formatted correctly for best matches.","richDescription":{"markup":"\u003Cp\u003EIncluding more fields and keeping them up to date will improve your match results. In particular, ensure the two most critical fields - Company Name and Website URL, are high quality and formatted correctly for best matches.\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESales Insights doesn’t need an exact match of any record field entries, as it looks for similarities, partial matches, and uses advanced data cleaning to evaluate matches. However, matching is a probabilistic model that relies on the quality of the&nbsp;account fields&nbsp;provided. The more accurate your data is, particularly for Company name and Website URL, the better your matches will be.&nbsp;&nbsp;\u003C/p\u003E \u003Cp\u003EAfter importing and matching your accounts, you&nbsp;will be provided&nbsp;two&nbsp;outputs&nbsp;to help you understand your match results:&nbsp;&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cul\u003E \u003Cli\u003E\u003Cstrong\u003EMatch rate:\u003C/strong\u003E The number of unique records where at least 1 account field provided matches&nbsp;a&nbsp;company with a Company Profile on LinkedIn, divided by the total number of unique records imported.&nbsp;\u003C/li\u003E \u003Cli\u003E\u003Cstrong\u003EMatch confidence&nbsp;scores:&nbsp;\u003C/strong\u003EThe&nbsp;level of&nbsp;confidence in the matches based on the&nbsp;account&nbsp;fields&nbsp;provided, as indicated by&nbsp;a scoring system from&nbsp;1&nbsp;to 5:&nbsp; \u003Cul\u003E \u003Cli\u003E5&nbsp;= 80-100% confidence&nbsp;\u003C/li\u003E \u003Cli\u003E4&nbsp;= 60-80% confidence&nbsp;\u003C/li\u003E \u003Cli\u003E3 = 40-60% confidence&nbsp;\u003C/li\u003E \u003Cli\u003E2 = 20-40% confidence&nbsp;\u003C/li\u003E \u003Cli\u003E1 = 0-20% confidence&nbsp;\u003C/li\u003E \u003C/ul\u003E\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003EYour downloadable match results file&nbsp;will provide a match confidence score for&nbsp;each account.&nbsp;\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EMatch&nbsp;results for uploaded CSVs can be downloaded from \u003Cstrong\u003ESources\u003C/strong\u003E.&nbsp;\u003C/li\u003E \u003Cli\u003EMatch results for your CRM can be downloaded from \u003Cstrong\u003ECRM\u003C/strong\u003E.&nbsp;You must be&nbsp;an admin in order to access this page.&nbsp;\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/a146109\" target=\"_self\"\u003EConnect your CRM to LinkedIn Sales Insights\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a146099\" target=\"_self\"\u003EManage CSV Imports in LinkedIn Sales Insights\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-insights/answer/a598217\" target=\"_self\"\u003EMake account matching corrections in LinkedIn Sales Insights\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-insights/answer/a1424152\" target=\"_self\"\u003EMake account matching corrections in bulk in LinkedIn Sales Insights\u003C/a\u003E\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a530911\" target=\"_self\"\u003EUse Custom Field Mapping Tool for CRM Entities\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-insights/answer/a1429969\" target=\"_self\"\u003ELinkedIn Sales Insights Account Matching via CRM or CSV FAQ\u003C/a\u003E\u003C/p\u003E"}}}]}]}}}],"rawId":"a145124"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(193014,LITHOGRAPH)","pageHeader":{"title":"How to Manage LinkedIn Sales Insights Custom Personas ","subText":"November 23, 2022","lastModifiedTimestamp":"1669185126914"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELinkedIn Sales Insights&nbsp;Personas&nbsp;allow you to easily view and&nbsp;compare headcount, growth, and sales connectivity and activity metrics for&nbsp;target users and buyers.&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"tQ2Ntmr9","title":"Create a Persona from the Personas tab ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo create a&nbsp;Persona:&nbsp;&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELog into&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights\"\u003ESales Insights\u003C/a\u003E&nbsp;and click&nbsp;\u003Ca rel=\"\" href=\"https://linkedin.com/sales-insights/personas\"\u003E\u003Cstrong\u003EPersonas&nbsp;\u003C/strong\u003Eat the top of the page\u003C/a\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick the&nbsp;\u003Cli-icon type=\"plus-icon\"\u003E\u003C/li-icon\u003E \u003Cstrong\u003ENew&nbsp;Persona&nbsp;\u003C/strong\u003Ein the top right corner.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the&nbsp;\u003Cstrong\u003EDefine new&nbsp;Persona\u003C/strong\u003E&nbsp;right&nbsp;panel:&nbsp;\u003C/p\u003E \u003Cp\u003E\u003Cstrong\u003EName&nbsp;\u003C/strong\u003Eyour&nbsp;Persona.&nbsp;\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EMake the&nbsp;name&nbsp;as specific as possible&nbsp;as Personas&nbsp;are shared across a contract&nbsp;and&nbsp;your teammates will be able to see and use them.&nbsp;\u003C/li\u003E \u003Cli\u003EOnly admins can edit or delete others’&nbsp;Personas.&nbsp;\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003ESelect the attributes that define your&nbsp;Persona, using the \u003Cstrong\u003EFunction\u003C/strong\u003E, \u003Cstrong\u003ESeniority\u003C/strong\u003E, and \u003Cstrong\u003EJob Title\u003C/strong\u003E&nbsp;search fields.&nbsp;\u003C/p\u003E \u003Cp\u003ETo use the \u003Cstrong\u003EJob Title\u003C/strong\u003E field, you now have two tabs, \u003Cstrong\u003ESearch\u003C/strong\u003E and \u003Cstrong\u003ESuggestions\u003C/strong\u003E, to filter your search results. Use the \u003Cstrong\u003ESearch\u003C/strong\u003E tab to enter the job title that you want search on. You will notice results displayed in two panes - one that is an aggregation of several job titles, and the other that is based on multiple job titles that could be grouped within a single job title. Selecting a specific entry in the left pane selects all job titles that are contained within it. You can also uncheck specific job titles to exclude it from the search.\u003C/p\u003E \u003Cp\u003EUse the \u003Cstrong\u003ESuggestions\u003C/strong\u003E tab to see if you have missed any other similar job titles. Check the titles that you want to include.\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EAs you add attributes, you’ll be able to&nbsp;review the number of&nbsp;companies on LinkedIn that match the attributes defined.\u003C/li\u003E \u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003ESave&nbsp;\u003C/strong\u003Eto create and save the Persona. &nbsp;\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EOn the \u003Cstrong\u003EPersonas\u003C/strong\u003E tab, the new&nbsp;Persona&nbsp;will appear at&nbsp;the top of the page. (When you return to the page&nbsp;in the future,&nbsp;it will be sorted&nbsp;by&nbsp;alphabetical order.) The&nbsp;Persona&nbsp;can now be used in any report by any team member. &nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"ugKeIJp5","title":"Create a Persona from a report ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo create a&nbsp;Persona&nbsp;from a report:&nbsp;&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELog into&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights\"\u003ESales Insights\u003C/a\u003E&nbsp;and click&nbsp;\u003Cstrong\u003EReports\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick the report you’d like to view.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EOn&nbsp;the left rail, scroll down to&nbsp;\u003Cstrong\u003EPersonas&nbsp;\u003C/strong\u003Eand click&nbsp;\u003Cstrong\u003EChange\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EScroll to the bottom of the&nbsp;Personas&nbsp;left rail and click&nbsp;\u003Cstrong\u003EManage&nbsp;Personas\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn your web browser, a new tab will open to&nbsp;\u003Cstrong\u003EPersonas\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick the&nbsp;\u003Cli-icon type=\"plus-icon\"\u003E\u003C/li-icon\u003E \u003Cstrong\u003ENew&nbsp;Persona\u003C/strong\u003E&nbsp;in the top right corner. &nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the&nbsp;\u003Cstrong\u003ENew&nbsp;persona\u003C/strong\u003E&nbsp;right&nbsp;panel:&nbsp;\u003C/p\u003E \u003Cp\u003E\u003Cstrong\u003EName&nbsp;\u003C/strong\u003Eyour&nbsp;Persona.&nbsp;\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EMake the&nbsp;name&nbsp;as specific as possible&nbsp;as Personas&nbsp;are shared across a contract&nbsp;and&nbsp;your teammates will be able to see and use them.&nbsp;\u003C/li\u003E \u003Cli\u003EOnly admins can edit or delete others’&nbsp;Personas.&nbsp;\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003ESelect the attributes that define your&nbsp;Persona, using the \u003Cstrong\u003EFunction\u003C/strong\u003E, \u003Cstrong\u003ESeniority\u003C/strong\u003E, \u003Cstrong\u003EJob Title\u003C/strong\u003E&nbsp;and \u003Cstrong\u003ELocation\u003C/strong\u003E search fields.&nbsp;\u003C/p\u003E \u003Cp\u003ETo use the \u003Cstrong\u003EJob Title\u003C/strong\u003E field, you now have two tabs, \u003Cstrong\u003ESearch\u003C/strong\u003E and \u003Cstrong\u003ESuggestions\u003C/strong\u003E, to filter your search results. Use the \u003Cstrong\u003ESearch\u003C/strong\u003E tab to enter the job title that you want search on. You will notice results displayed in two panes - one that is an aggregation of several job titles, and the other that is based on multiple job titles that could be grouped within a single job title. Selecting a specific entry in the left pane selects all job titles that are contained within it. You can also uncheck specific job titles to exclude it from the search.\u003C/p\u003E \u003Cp\u003EUse the \u003Cstrong\u003ESuggestions\u003C/strong\u003E tab to see if you have missed any other similar job titles. Check the titles that you want to include.\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EAs you add attributes, you’ll be able to&nbsp;review the number of&nbsp;companies on LinkedIn that match the attributes defined.\u003C/li\u003E \u003C/ul\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"For Function, Seniority, and Job title filters, you can include or exclude criteria but you cannot mix them. For the Location filter, you can mix the filter criteria. For example, you can include EMEA and choose to exclude Spain.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003EFor \u003Cstrong\u003EFunction\u003C/strong\u003E, \u003Cstrong\u003ESeniority\u003C/strong\u003E, and&nbsp; \u003Cstrong\u003EJob title\u003C/strong\u003E filters, you can include or exclude criteria but you cannot mix them. For the \u003Cstrong\u003ELocation\u003C/strong\u003E filter, you can mix the filter criteria. For example, you can include EMEA and choose to exclude Spain. \u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003ESave&nbsp;\u003C/strong\u003Eto create and save the Persona. &nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClose the&nbsp;\u003Cstrong\u003EPersonas&nbsp;\u003C/strong\u003Ebrowser&nbsp;tab, return to the&nbsp;\u003Cstrong\u003EReports&nbsp;\u003C/strong\u003Ebrowser&nbsp;tab, and refresh the page.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003EEdit&nbsp;\u003C/strong\u003Enext to&nbsp;\u003Cstrong\u003EPersonas&nbsp;\u003C/strong\u003Ein the left rail to add your new&nbsp;Persona&nbsp;to your report.&nbsp;&nbsp;\u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"CGG06alB","title":"Copy an existing Persona","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo copy a&nbsp;Persona:&nbsp;&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELog into&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights\"\u003ESales Insights\u003C/a\u003E&nbsp;and click&nbsp;\u003Ca rel=\"\" href=\"https://linkedin.com/sales-insights/personas\"\u003E\u003Cstrong\u003EPersonas&nbsp;\u003C/strong\u003Eat the top of the page\u003C/a\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELocate the&nbsp;Persona&nbsp;you’d like to copy and&nbsp;click&nbsp;\u003Cstrong\u003EMake a copy\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the&nbsp;\u003Cstrong\u003EDefine new&nbsp;Persona\u003C/strong\u003E&nbsp;right&nbsp;panel:&nbsp;\u003C/p\u003E \u003Cp\u003E\u003Cstrong\u003EName&nbsp;\u003C/strong\u003Eyour&nbsp;Persona.&nbsp;\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EMake the&nbsp;name&nbsp;as specific as possible&nbsp;as Personas&nbsp;are shared across a contract&nbsp;and&nbsp;your teammates will be able to see and use them.&nbsp;\u003C/li\u003E \u003Cli\u003EOnly admins can edit or delete others’&nbsp;Personas.&nbsp;\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003ESelect the attributes that define your&nbsp;Persona, using the \u003Cstrong\u003EFunction\u003C/strong\u003E, \u003Cstrong\u003ESeniority\u003C/strong\u003E, \u003Cstrong\u003EJob Title\u003C/strong\u003E&nbsp;and \u003Cstrong\u003ELocation\u003C/strong\u003E search fields.&nbsp;\u003C/p\u003E \u003Cp\u003ETo use the \u003Cstrong\u003EJob Title\u003C/strong\u003E field, you now have two tabs, \u003Cstrong\u003ESearch\u003C/strong\u003E and \u003Cstrong\u003ESuggestions\u003C/strong\u003E, to filter your search results. Use the \u003Cstrong\u003ESearch\u003C/strong\u003E tab to enter the job title that you want search on. You will notice results displayed in two panes - one that is an aggregation of several job titles, and the other that is based on multiple job titles that could be grouped within a single job title. Selecting a specific entry in the left pane selects all job titles that are contained within it. You can also uncheck specific job titles to exclude it from the search.\u003C/p\u003E \u003Cp\u003EUse the \u003Cstrong\u003ESuggestions\u003C/strong\u003E tab to see if you have missed any other similar job titles. Check the titles that you want to include.\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EAs you add attributes, you’ll be able to&nbsp;review the number of&nbsp;companies on LinkedIn that match the attributes defined.\u003C/li\u003E \u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003ESave&nbsp;\u003C/strong\u003Eto create and save the copied&nbsp;Persona. \u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"V6jNjib4","title":"Edit or delete a Persona ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo edit or delete a&nbsp;Persona:&nbsp;&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELog into&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights\"\u003ESales Insights\u003C/a\u003E&nbsp;and click&nbsp;\u003Ca rel=\"\" href=\"https://linkedin.com/sales-insights/personas\"\u003E\u003Cstrong\u003EPersonas&nbsp;\u003C/strong\u003Eat the top of the page\u003C/a\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELocate the&nbsp;Persona&nbsp;you with to edit or delete and click&nbsp;\u003Cstrong\u003EEdit\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the&nbsp;\u003Cstrong\u003EEdit&nbsp;Persona&nbsp;\u003C/strong\u003Eright panel:&nbsp;\u003C/p\u003E\u003Cul\u003E\u003Cli\u003ETo edit: Make any desired updates to&nbsp;\u003Cstrong\u003EName&nbsp;\u003C/strong\u003Eor&nbsp;\u003Cstrong\u003EAttributes&nbsp;\u003C/strong\u003Eand click&nbsp;\u003Cstrong\u003ESave\u003C/strong\u003E.&nbsp;&nbsp;\u003C/li\u003E\u003Cli\u003ETo delete: Click&nbsp;\u003Cstrong\u003EDelete&nbsp;\u003C/strong\u003Eat the bottom of the right panel.&nbsp;&nbsp;\u003C/li\u003E\u003C/ul\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"ANhOuDzP","title":"Configure Personas to be exported to CRM","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYou can&nbsp;configure up to six Personas to be exported to the CRM in the CRM settings page. You must be a full admin to configure Personas to&nbsp;export.&nbsp;&nbsp;\u003C/p\u003E \u003Cp\u003EThree&nbsp;fields will be written back for each Persona exported to an account record in the CRM:\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EPersona – Name\u003C/li\u003E \u003Cli\u003EPersona – Global Employee Count\u003C/li\u003E \u003Cli\u003EPersona - Global Employee Growth.&nbsp;\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003ELearn more about \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a411753\" target=\"_blank\"\u003ELinkedIn Sales Insights CRM Writeback\u003C/a\u003E.&nbsp;\u003C/p\u003E"}}}]}}}],"rawId":"a193014"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(413066,LITHOGRAPH)","pageHeader":{"title":"LinkedIn Sales Insights Custom Persona CRM Export - FAQ ","subText":"June 28, 2021","lastModifiedTimestamp":"1624920687841"},"contentBody":[{"preRenderedComponent":{"preRenderedCallout":{"description":"You must be an LinkedIn Sales Insights Admin to configure persona CRM export.","richDescription":{"markup":"\u003Cp\u003EYou must be an LinkedIn Sales Insights Admin to configure persona CRM export. \u003C/p\u003E"},"presetType":"permission","headline":"Who can use this feature?"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EExporting personas&nbsp;to your CRM allows you to&nbsp;enrich accounts with department and function-specific headcount and growth data.&nbsp;\u003C/p\u003E \u003Cp\u003EReview these frequently asked questions to learn more about custom persona exports:&nbsp;&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"2HjbThLe","title":"How do I export a persona to my CRM? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETo export a persona to your CRM:&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a146109\" target=\"_blank\"\u003EConnect your CRM to Sales Insights\u003C/a\u003E.&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ELog into&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights/\" target=\"_blank\"\u003ESales Insights\u003C/a\u003E&nbsp;and click&nbsp;\u003Ca rel=\"\" href=\"https://linkedin.com/sales-insights/crm\" target=\"_blank\"\u003ECRM\u003C/a\u003E.&nbsp;&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOn the left rail, scroll to&nbsp;\u003Cstrong\u003EPersona Data Export\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ESelect the personas that you want to export in one of the three persona slots.&nbsp;&nbsp;&nbsp;\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EA maximum of three personas may be selected for CRM export.&nbsp;&nbsp;&nbsp;\u003C/li\u003E \u003Cli\u003EPersonas selected for CRM export will be shown with a \u003Cstrong\u003ECRM\u003C/strong\u003E badge.&nbsp;&nbsp;\u003C/li\u003E \u003Cli\u003ETo change a persona selected for CRM export,&nbsp;click \u003Cstrong\u003EChange\u003C/strong\u003E next to the persona name on the \u003Cstrong\u003EPersona Data Export Tab\u003C/strong\u003E.\u003C/li\u003E \u003C/ul\u003E "}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EDuring the next CRM auto-sync or manual push, the&nbsp;persona name, global employee count, and global employee growth will be exported to your CRM.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"lFiVIvv5","title":"Why can’t I export a persona to my CRM? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EYou may be unable to export personas for one of two reasons:&nbsp;&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EYou don’t have&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a144120\" target=\"_blank\"\u003Eadmin permissions\u003C/a\u003E&nbsp;for Sales Insights.&nbsp;Only contract&nbsp;admins can export data for CRM personas. Admin permissions are&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a145122\" target=\"_blank\"\u003Emanaged&nbsp;in Account Center\u003C/a\u003E.&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EMore than three personas have been selected for export.&nbsp;If your contract already has&nbsp;three&nbsp;personas selected for CRM export on the&nbsp;\u003Cstrong\u003EPersonas&nbsp;\u003C/strong\u003Etab, a contract&nbsp;admin will need to deselect one or more,&nbsp;in order to&nbsp;export data for a different persona.&nbsp;\u003C/p\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"ngjQljXJ","title":"How do I overwrite or remove persona data from my CRM? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOn the \u003Cstrong\u003EPersona Data Export\u003C/strong\u003E tab in the CRM settings page, click \u003Cstrong\u003EChange\u003C/strong\u003E next to the Persona data you would like to overwrite or&nbsp;delete. &nbsp;\u003C/p\u003E "}}}]}}}],"rawId":"a413066"},"showFeedbackDetail":true}]},{"topicI18nKey":"i18n_contact_us_topic_lsi_admin_tasks_management","articleList":[{"article":{"source":"urn:li:helpCenterArticle:(144117,LITHOGRAPH)","pageHeader":{"title":"LinkedIn Sales Insights Account Center – Overview ","subText":"June 28, 2021","lastModifiedTimestamp":"1624920473722"},"contentBody":[{"preRenderedComponent":{"preRenderedCallout":{"description":"LinkedIn Sales Insights admins have access to Account Center. If you are a sub admin or user, please reach out to your admin for assistance.","richDescription":{"markup":"\u003Cp\u003ELinkedIn Sales Insights admins have access to Account Center. If you are a sub admin or user, please reach out to your admin for assistance. \u003C/p\u003E"},"presetType":"permission","headline":"Who can use this feature?"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELinkedIn Sales Insights&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/97685\" target=\"_self\"\u003EAccount Center\u003C/a\u003E&nbsp;allows admins to manage their users&nbsp;and&nbsp;leverage partnerships.&nbsp;To&nbsp;access the Sales Insights Account Center, please navigate to the following URL:&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/accountcenter\" target=\"_self\"\u003Ehttps://www.linkedin.com/accountcenter\u003C/a\u003E.&nbsp;&nbsp;\u003C/p\u003E \u003Cp\u003EAccount Center is divided into two main tabs:&nbsp;\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 in their Sales Insights account. This tab has separate pages to \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/118590\" target=\"_self\"\u003Emanage&nbsp;users\u003C/a\u003E and other admins/sub admins.&nbsp;\u003C/p\u003E \u003Cp\u003EYou can use this tab to \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a144120\" target=\"_self\"\u003Emanage permissions\u003C/a\u003E, or view the \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a146104\" target=\"_self\"\u003EEnterprise Profile\u003C/a\u003E of users on the account.\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.&nbsp;\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"Admins must activate both their Account Center and Sales Insights emails to activate their Sales Insights accounts and Account Center.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003EAdmins must activate both their Account Center and Sales Insights emails to activate their Sales Insights accounts and Account Center.&nbsp;\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"warning","headline":"Important to know"}}}],"rawId":"a144117"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(146100,LITHOGRAPH)","pageHeader":{"title":"Manage Users and Licenses in LinkedIn Sales Insights","subText":"June 28, 2021","lastModifiedTimestamp":"1624922584757"},"contentBody":[{"preRenderedComponent":{"preRenderedCallout":{"description":"Sales Insights licenses can’t be transferred or reassigned. You must first remove a user’s license to assign it to a new user. Each user retains their search history if their license is removed, but it doesn’t get shared.","richDescription":{"markup":"\u003Cp\u003ESales Insights licenses can’t be transferred or reassigned. You must first remove a user’s license to assign it to a new user. Each user retains their search history if their license is removed, but it doesn’t get shared. \u003C/p\u003E"},"presetType":"permission","headline":"Who can use this feature?"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYou can add, remove, and manage licenses within Account Center.&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"8UkSvKpZ","title":"Adding users by email in Account Center","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo add users by email:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELog in to \u003Ca rel=\"\" href=\"https://www.linkedin.com/accountcenter/\"\u003EAccount Center\u003C/a\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom the \u003Cstrong\u003EPeople\u003C/strong\u003E and \u003Cstrong\u003EUsers\u003C/strong\u003E tab, click \u003Cstrong\u003EAdd users\u003C/strong\u003E \u003Cli-icon type=\"plus-icon\"\u003E\u003C/li-icon\u003E&nbsp;.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom the dropdown that appears, select \u003Cstrong\u003EAdd users by email\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the \u003Cstrong\u003EAdd users\u003C/strong\u003E section, add desired email addresses, separated by commas, and click&nbsp;\u003Cli-icon type=\"plus-icon\"\u003E\u003C/li-icon\u003E&nbsp;\u003Cstrong\u003EAdd\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the \u003Cstrong\u003ELicenses\u003C/strong\u003E section, \u003Cstrong\u003ESelect which licenses to apply to the users listed\u003C/strong\u003E, and click \u003Cstrong\u003EConfirm\u003C/strong\u003E.&nbsp;\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EYou may also assign \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a144120\"\u003E\u003Cstrong\u003EPermissions\u003C/strong\u003E\u003C/a\u003E at this time by swapping to that tab.&nbsp;\u003C/li\u003E\u003C/ul\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe user(s) will now appear on the user list as&nbsp;\u003Cstrong\u003EInvited&nbsp;\u003C/strong\u003Euntil they’ve&nbsp;activated their account by&nbsp;accepting&nbsp;their&nbsp;emailed&nbsp;invitation.&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"O7C0Nkyl","title":"Managing or removing existing licenses in Account Center","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo manage an existing license:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELog in to&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/accountcenter/\"\u003EAccount Center\u003C/a\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom the \u003Cstrong\u003EPeople\u003C/strong\u003E and \u003Cstrong\u003EUsers\u003C/strong\u003E tab, locate the user whose license you would like to change.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick \u003Cli-icon type=\"ellipsis-horizontal-icon\"\u003E\u003C/li-icon\u003E&nbsp;\u003Cstrong\u003EMore\u003C/strong\u003E next to the user’s name and select \u003Cstrong\u003EManage licenses\u003C/strong\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom the window that appears, select the \u003Cstrong\u003ELicense type\u003C/strong\u003E you’d like to assign and click \u003Cstrong\u003EConfirm\u003C/strong\u003E.&nbsp;\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EIf you wish to remove the user’s license, select \u003Cstrong\u003ENo license\u003C/strong\u003E.\u003C/li\u003E\u003C/ul\u003E"}}}]}]}}}]}}}],"rawId":"a146100"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(145122,LITHOGRAPH)","pageHeader":{"title":"Manage Admin Permissions in LinkedIn Sales Insights ","subText":"June 28, 2021","lastModifiedTimestamp":"1624921023150"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EUtilizing Account Center's&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a144120\" target=\"_self\"\u003Esub&nbsp;and full admin permissions\u003C/a\u003E&nbsp;is a great way to provide your organization’s leaders with the information, capabilities, and resources they need to support your goals.&nbsp;\u003C/p\u003E \u003Cp\u003EA few things to keep in mind as you manage admin permissions:&nbsp;\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;Insights&nbsp;account is only limited by the number of available and activated licenses for the account.&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"Admins must activate both their Account Center and Sales Insights emails to activate their Sales Insights accounts and Account Center.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003EAdmins must activate both their Account Center and Sales Insights emails to activate their Sales Insights accounts and Account Center.\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}}]},{"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"}}}]},{"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 \u003Ca rel=\"\" href=\"https://www.linkedin.com/accountcenter/\" target=\"_self\"\u003EAccount Center\u003C/a\u003E. \u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"C7tuxhiG","title":"Granting permissions for a new admin","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo grant permissions for a new admin:&nbsp;&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/accountcenter\"\u003EAccount Center\u003C/a\u003E, click&nbsp;\u003Cstrong\u003EPeople\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EOn the&nbsp;\u003Cstrong\u003EUsers&nbsp;\u003C/strong\u003Etab, find the user you want to make an admin from the&nbsp;\u003Cstrong\u003EFiltered users\u003C/strong\u003E&nbsp;section, or search for the user using the search bar to the right.&nbsp;\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EIf you select a specific user from the suggestions that appear in search, you’ll be directed to the user’s&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a146104\" target=\"_self\"\u003EEnterprise Profile page\u003C/a\u003E&nbsp;and may edit admin access directly from the&nbsp;\u003Cstrong\u003EPermissions&nbsp;\u003C/strong\u003Etab.&nbsp;\u003C/li\u003E \u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cli-icon type=\"ellipsis-horizontal-icon\"\u003E\u003C/li-icon\u003E&nbsp;\u003Cstrong\u003EMore\u003C/strong\u003E&nbsp;to the right of their name and select&nbsp;\u003Cstrong\u003EManage permissions\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESelect admin type:&nbsp;\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cstrong\u003EUser\u003C/strong\u003E: Sales&nbsp;Insights&nbsp;access only.&nbsp;\u003C/li\u003E\u003Cli\u003E\u003Cstrong\u003ESub Admin\u003C/strong\u003E: Grants the ability to spend credits when exporting company records.&nbsp;\u003C/li\u003E\u003Cli\u003E\u003Cstrong\u003EFull Admin\u003C/strong\u003E: Full admin access.\u003C/li\u003E\u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick \u003Cstrong\u003ESave\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf you'd like to change an existing user to an&nbsp;Admin only&nbsp;seat, you can revoke license access. If you'd like to add a new admin as an&nbsp;Admin only&nbsp;seat, you can do so when you&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/118590\"\u003Eadd them as a new user\u003C/a\u003E.&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"SPEIsuLQ","title":"Granting admin-only access ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf you'd like to change an existing user to an&nbsp;Admin only&nbsp;seat, you can revoke license access.&nbsp;\u003C/p\u003E\u003Cp\u003EIf you'd like to add a new admin as an&nbsp;Admin only&nbsp;seat,&nbsp;you can do so when you&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/118590\"\u003Eadd them as a new user\u003C/a\u003E.&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"osXl0VpZ","title":"Managing permissions for an existing admin ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo manage permissions for an existing admin:&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/accountcenter\"\u003EAccount Center\u003C/a\u003E, click&nbsp;\u003Cstrong\u003EPeople\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the&nbsp;\u003Cstrong\u003EAdmins&nbsp;\u003C/strong\u003Etab, locate the admin you’d like to edit.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cli-icon type=\"ellipsis-horizontal-icon\"\u003E\u003C/li-icon\u003E&nbsp;\u003Cstrong\u003EMore&nbsp;\u003C/strong\u003Eto the right of their name and select&nbsp;\u003Cstrong\u003EManage permissions\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESelect admin type:&nbsp;\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cstrong\u003EUser\u003C/strong\u003E: Sales Insights access only.&nbsp;\u003C/li\u003E\u003Cli\u003E\u003Cstrong\u003ESub admin\u003C/strong\u003E:&nbsp;Grants the ability to spend credits when exporting company records.&nbsp;\u003C/li\u003E\u003Cli\u003E\u003Cstrong\u003EFull admin\u003C/strong\u003E: Full admin access.&nbsp;\u003C/li\u003E\u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003ESave\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"hV77dhEt","title":"Removing admin permissions from an existing admin ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo remove admin permissions:&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/accountcenter\"\u003EAccount Center\u003C/a\u003E, click&nbsp;\u003Cstrong\u003EPeople\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the&nbsp;\u003Cstrong\u003EAdmins&nbsp;\u003C/strong\u003Etab, locate the admin you’d like to edit.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cli-icon type=\"ellipsis-horizontal-icon\"\u003E\u003C/li-icon\u003E&nbsp;\u003Cstrong\u003EMore&nbsp;\u003C/strong\u003Eto the right of their name and select&nbsp;\u003Cstrong\u003ERemove admin\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003ERemove admin\u003C/strong\u003E&nbsp;from the confirmation window.&nbsp;\u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"Only admins and sub admins can use credits to export. User level permissions can be exported, but only for accounts that are already purchased by an admin/sub admin.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003EOnly admins and sub admins can use \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a143163\" target=\"_self\"\u003Ecredits to export\u003C/a\u003E. User level permissions can be exported, but only for accounts that are already purchased by an admin/sub admin.\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"permission","headline":"Who can use this feature?"}}}],"rawId":"a145122"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(146098,LITHOGRAPH)","pageHeader":{"title":"Resend a Sales Insights Invitation","subText":"April 4, 2022","lastModifiedTimestamp":"1649057201775"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAdmins can resend&nbsp;LinkedIn Sales&nbsp;Insights invitations for all account users that have been invited to the account but have not yet activated their license through the invitation email.&nbsp;\u003C/p\u003E \u003Cp\u003ETo resend an invitation to a&nbsp;Sales&nbsp;Insights user:&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ENavigate to \u003Ca rel=\"\" href=\"http://linkedin.com/accountcenter\"\u003EAccount Center\u003C/a\u003E&nbsp;and click the&nbsp;\u003Cstrong\u003EPeople&nbsp;\u003C/strong\u003Etab.&nbsp;&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom the&nbsp;\u003Cstrong\u003EUsers&nbsp;\u003C/strong\u003Etab, search by the user’s name, email, or title in the search bar in the upper right of the account users list.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EClick the box next to the person or people you'd like to send a new email to. \u003C/p\u003E \u003Cul\u003E \u003Cli\u003EIf you'd like to resend invitations to all users, click the box at the top of the User details list.\u003C/li\u003E \u003C/ul\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003EResend invite\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EIf you receive an error message when resending the invite, please&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/118590\"\u003Erevoke the license and assign the license again\u003C/a\u003E.\u003C/li\u003E\u003C/ul\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYou can also resend an invitation email&nbsp;by clicking \u003Cli-icon type=\"envelope-icon\"\u003E\u003C/li-icon\u003E&nbsp;\u003Cstrong\u003EResend invite\u003C/strong\u003E from&nbsp;the&nbsp;\u003Cstrong\u003ELicenses\u003C/strong\u003E&nbsp;tab of the user’s&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a146104\" target=\"_self\"\u003EEnterprise Profile\u003C/a\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}],"rawId":"a146098"},"showFeedbackDetail":true}]},{"topicI18nKey":"i18n_contact_us_topic_lsi_crm_integrations","articleList":[{"article":{"source":"urn:li:helpCenterArticle:(411753,LITHOGRAPH)","pageHeader":{"title":"LinkedIn Sales Insights CRM Writeback FAQ ","subText":"August 14, 2023","lastModifiedTimestamp":"1691991835583"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELinkedIn Sales Insights&nbsp;CRM Writeback&nbsp;allows&nbsp;you to&nbsp;establish a foundation of real-time firmographic and function-level data in your CRM from Sales Insights. You can do this through manual export, or by enabling daily export to your CRM.&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"This feature is currently only available for Sales Navigator CRM sync customers with Salesforce or Microsoft Dynamics. In early 2021, we hope to offer this without the need for Sales Navigator or CRM integrations.","richDescription":{"markup":"\u003Cp\u003EThis feature is currently only available for Sales Navigator CRM sync customers with Salesforce or Microsoft Dynamics. In early 2021, we hope to offer this without the need for Sales Navigator or CRM integrations.\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EReview these frequently asked questions to learn more about&nbsp;CRM Writeback:&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Ch3\u003E\u003Cbr\u003E\n\u003C/h3\u003E \u003Ch3\u003E\u003Cstrong\u003EGeneral Questions\u003C/strong\u003E\u003C/h3\u003E "}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"r5Q2XaQr","title":"What are the Sales Navigator prerequisites to enable CRM Writeback? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EEnsure&nbsp;that your&nbsp;Sales&nbsp;Navigator contract is synced with your CRM&nbsp;instance.&nbsp;Only users who are both&nbsp;CRM admins and Sales Navigator full admins&nbsp;can sync CRM with Sales Navigator.&nbsp;\u003C/p\u003E \u003Cp\u003EIf you don't have these&nbsp;necessary permissions in Sales Navigator,&nbsp;please contact your Sales Navigator Admin and have them complete the CRM Sync steps outlined at&nbsp;\u003Ca rel=\"\" href=\"http://salesnav.in/crm%22%20/\" target=\"_blank\"\u003ESalesnav.in/crm\u003C/a\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"lGe7DeCQ","title":"How do I install the packages required to enable CRM Writeback?","elementList":[{"preRenderedComponent":{"preRenderedCallout":{"description":"You must be a CRM admin to install the package.","richDescription":{"markup":"\u003Cp\u003EYou must be a CRM admin to install the package. \u003C/p\u003E"},"presetType":"permission","headline":"Who can use this feature?"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo install the packages, please review the following guides:\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EFor&nbsp;Salesforce: \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a419447\" target=\"_self\"\u003EInstallation Guide: Sales Insights for Salesforce\u003C/a\u003E&nbsp;&nbsp;\u003C/li\u003E \u003Cli\u003EFor Microsoft Dynamics&nbsp;365:&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a419445\" target=\"_self\"\u003EInstallation Guide: Sales Insights for Microsoft Dynamics 365\u003C/a\u003E&nbsp;\u003C/li\u003E \u003C/ul\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"GnOYcVKF","title":"Which LSI users can enable CRM Writeback?","elementList":[{"preRenderedComponent":{"preRenderedCallout":{"description":"Only Sales Insights full admins can enable CRM Writeback.","richDescription":{"markup":"\u003Cp\u003EOnly Sales Insights full admins can enable CRM Writeback. \u003C/p\u003E"},"presetType":"permission","headline":"Who can use this feature?"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFull admins can:&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ECan view the CRM settings page in Sales&nbsp;Insights.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ECan configure&nbsp;daily export&nbsp;of purchased and matched accounts to the&nbsp;CRM.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ECan link the CRM to Sales Insights.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ECan&nbsp;configure&nbsp;personas&nbsp;for&nbsp;export.\u003C/p\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"CBx75JFr","title":"How do I link a CRM within Sales Insights?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETo link a CRM within Sales Insights:&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to Sales Insights&nbsp;and click \u003Cstrong\u003ECRM\u003C/strong\u003E in the top right corner.&nbsp;\u003C/p\u003E \u003Cp\u003EThis will be available if you're a full admin.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOn the left rail, click \u003Cstrong\u003EEdit\u003C/strong\u003E next to&nbsp;\u003Cstrong\u003ECRM&nbsp;Integration\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ESelect the CRM that you’d like to connect.&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EClick \u003Cstrong\u003EConfirm\u003C/strong\u003E. \u003C/p\u003E "}}}]}]}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"It will take 24-48 hours for the sync to be enabled.","richDescription":{"markup":"\u003Cp\u003EIt will take 24-48 hours for the sync to be enabled. \u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"HrnUvul7","title":"How do I view my CRM permission level?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETo view your permission level: \u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to Sales Insights&nbsp;and click \u003Cstrong\u003ECRM\u003C/strong\u003E in the top right corner.&nbsp;\u003C/p\u003E \u003Cp\u003EThis will be available if you're a full admin.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EOn the left rail, click \u003Cstrong\u003ESettings.\u003C/strong\u003E&nbsp;&nbsp;\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThis page will show \u003Cstrong\u003EYour CRM permission level.\u003C/strong\u003E You must have read and&nbsp;write&nbsp;permissions to enable CRM Writeback.&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"wVQnwHFt","title":"How do I turn on CRM daily export? ","elementList":[{"preRenderedComponent":{"preRenderedCallout":{"description":"Prior to turning on sync, please ensure you’re linked to a CRM, and have waited 24-48 hours for sync to be enabled.","richDescription":{"markup":"\u003Cp\u003EPrior to turning on sync, please ensure you’re linked to a CRM, and have waited 24-48 hours for sync to be enabled. \u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo turn on daily export:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to&nbsp;Sales Insights&nbsp;and click \u003Cstrong\u003ECRM\u003C/strong\u003E.&nbsp;\u003C/p\u003E \u003Cp\u003EThis will be available if you're a full admin.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOn the left rail, click \u003Cstrong\u003ESettings.\u003C/strong\u003E &nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EUnder \u003Cstrong\u003ECRM daily report\u003C/strong\u003E, change the toggle to \u003Cstrong\u003EOn\u003C/strong\u003E. \u003C/p\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"BtnrOQ60","title":"Which accounts are included in CRM daily export? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EThe following accounts are included in daily export:\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EAccount records that exist within your CRM and match to an account in Sales Insights.&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EPreviously&nbsp;purchased accounts.&nbsp;\u003C/p\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"EeP5QfGY","title":"If you delete/edit account records in your CRM, how soon do the changes reflect in Sales Insights?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf you delete, merge, or create account records in your CRM, it can take up to 72 hours for the changes to reflect in Sales Insights. So, accounts deleted in your CRM can still appear in Sales Insights reports for up to 72 hours.&nbsp;\u003C/p\u003E \u003Cp\u003E&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"kcjq5f7K","title":"How do I know if my daily export succeeded? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo confirm your daily export:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to Sales Insights&nbsp;and select \u003Cstrong\u003EExports\u003C/strong\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EUnder \u003Cstrong\u003EDaily CRM Export\u003C/strong\u003E, check the \u003Cstrong\u003EDate of last export\u003C/strong\u003E. \u003C/p\u003E "}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EWhen&nbsp;daily&nbsp;export succeeds, you’ll see the date of the export as well as the total number of exported records.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"rKgrtvzj","title":"What do I do if my daily export fails?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETo fix your daily export:\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to&nbsp;Sales Insights&nbsp;and select \u003Cstrong\u003EExports\u003C/strong\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EReview the error message on the page to help identify the and correct the issue. \u003C/p\u003E \u003Cul\u003E \u003Cli\u003E\u003Cstrong\u003EFor partial failures:\u003C/strong\u003E Download a CSV to determine which accounts were impacted. \u003C/li\u003E \u003Cli\u003E\u003Cstrong\u003EFor CRM authentication failures:\u003C/strong\u003E You'll be directed to resolve the issue in Sales Navigator.\u003C/li\u003E \u003C/ul\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOnce you've resolved the issue, please either:\u003C/p\u003E \u003Cul\u003E \u003Cli\u003ERun a manual report.\u003C/li\u003E \u003Cli\u003EWait for the daily export to run again.\u003C/li\u003E \u003C/ul\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"UEgCq6HJ","title":"How do I expend credits to export additional matched accounts to my CRM? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETo expend credits:\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to&nbsp;Sales Insights&nbsp;and select \u003Cstrong\u003EReports\u003C/strong\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EClick the report you’d like to&nbsp;view, or&nbsp;create a new report.&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOn the left rail, click \u003Cstrong\u003EEdit\u003C/strong\u003E next to \u003Cstrong\u003ESource\u003C/strong\u003E and include your CRM as a source.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EAdd additional filters to identify the accounts that you’d like to purchase and click \u003Cstrong\u003ESelect\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EAfter all filters and sources have been included or excluded, click \u003Cstrong\u003EDone\u003C/strong\u003E then \u003Cstrong\u003EApply\u003C/strong\u003E.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EIn the top right corner of your report, click&nbsp;\u003Cstrong\u003E \u003Cli-icon type=\"download-icon\"\u003E\u003C/li-icon\u003E Export\u003C/strong\u003E.&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EFrom the dropdown that appears, select if you'd like to export to \u003Cstrong\u003ECSV\u003C/strong\u003E, \u003Cstrong\u003ECRM\u003C/strong\u003E, or \u003Cstrong\u003ESales Navigator\u003C/strong\u003E.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EIn the \u003Cstrong\u003EExport company records\u003C/strong\u003E window, review the number of \u003Cstrong\u003ECompany Records\u003C/strong\u003E you'll be exporting and the \u003Cstrong\u003ECost\u003C/strong\u003E.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EClick \u003Cstrong\u003EReview\u003C/strong\u003E then \u003Cstrong\u003EYes, purchase\u003C/strong\u003E if you'd like to proceed.\u003C/p\u003E "}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EPurchased accounts will be included in the next daily export to CRM.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"Wcgj6uHm","title":"What data fields will be populated in my CRM?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWe will&nbsp;write&nbsp;all&nbsp;data&nbsp;into&nbsp;custom&nbsp;fields in your CRM. The following fields will be exported:&nbsp;\u003C/p\u003E \u003Cp\u003E\u003Cstrong\u003ECompany Data&nbsp;\u003C/strong\u003E\u003C/p\u003E \u003Cul\u003E \u003Cli\u003ELinkedIn ID&nbsp;\u003C/li\u003E \u003Cli\u003ELinkedIn Company Page URL&nbsp;\u003C/li\u003E \u003Cli\u003ECompany Name&nbsp;\u003C/li\u003E \u003Cli\u003ELI Industry&nbsp;\u003C/li\u003E \u003Cli\u003EHeadquarters City&nbsp;\u003C/li\u003E \u003Cli\u003EHeadquarters State (US/Canada)&nbsp;\u003C/li\u003E \u003Cli\u003EHeadquarters Country&nbsp;\u003C/li\u003E \u003Cli\u003ECompany Website URL&nbsp;\u003C/li\u003E \u003Cli\u003EGlobal Employee Count&nbsp;\u003C/li\u003E \u003Cli\u003EGlobal Employee Growth&nbsp;\u003C/li\u003E \u003Cli\u003ELast Export Date&nbsp;\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003E\u003Cstrong\u003EPersona Data&nbsp;(For each Persona)\u003C/strong\u003E\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EPersona - Name&nbsp;\u003C/li\u003E \u003Cli\u003EPersona - Global Employee Count&nbsp;\u003C/li\u003E \u003Cli\u003EPersona - Global Employee Growth&nbsp;\u003C/li\u003E \u003C/ul\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"cdjaL2nV","title":"How do I turn on one or more Personas to be exported to my CRM? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThree fields will be created in a custom object in your CRM for each Persona exported:\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EPersona - Name\u003C/li\u003E \u003Cli\u003EPersona - Global Employee Count\u003C/li\u003E \u003Cli\u003EPersona - Global Employee growth\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003EIf you haven’t already created a Persona, navigate to the Personas tab to \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a193014\" target=\"_self\"\u003Ecreate a new Persona\u003C/a\u003E.&nbsp;\u003C/p\u003E \u003Cp\u003ETo turn on a persona:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to&nbsp;Sales Insights&nbsp;and click \u003Cstrong\u003ECRM\u003C/strong\u003E in the top right corner.&nbsp;\u003C/p\u003E \u003Cp\u003EThis will be available if you're a full admin.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOn the left rail, click \u003Cstrong\u003EPersona data export\u003C/strong\u003E.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESelect up to six&nbsp;personas&nbsp;to be exported to the Sales Insights customer component on the account record.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EClick \u003Cstrong\u003EConfirm\u003C/strong\u003E. \u003C/p\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"UfMKhuCI","title":"How do I edit or delete a Persona selected for CRM export? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETo remove a persona:\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to&nbsp;Sales Insights&nbsp;and click \u003Cstrong\u003ECRM\u003C/strong\u003E in the top right corner.&nbsp;\u003C/p\u003E \u003Cp\u003EThis will be available if you're a full admin.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOn the left rail, click \u003Cstrong\u003EPersona data export\u003C/strong\u003E.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EClick \u003Cstrong\u003EChange\u003C/strong\u003E then \u003Cstrong\u003ERemove export\u003C/strong\u003E. \u003C/p\u003E "}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf you edit a Persona that’s configured to writeback to your CRM, you can view new persona data within 24 hours. Learn more about \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a193014\" target=\"_self\"\u003Edeleting a Persona\u003C/a\u003E.\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"3tQ0v8t6","title":"How do I switch a persona selected for CRM export with another? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETo switch a persona:\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to&nbsp;Sales Insights&nbsp;and click \u003Cstrong\u003ECRM\u003C/strong\u003E in the top right corner.&nbsp;\u003C/p\u003E \u003Cp\u003EThis will be available if you're a full admin.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOn the left rail, click \u003Cstrong\u003EPersona data export\u003C/strong\u003E.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EClick \u003Cstrong\u003EChange\u003C/strong\u003E then \u003Cstrong\u003ESelect different Persona\u003C/strong\u003E.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EToggle the button \u003Cstrong\u003EOn\u003C/strong\u003E next to your desired Persona. \u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EClick \u003Cstrong\u003EConfirm\u003C/strong\u003E. \u003C/p\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"xVa9mEK9","title":"How do I export new accounts sourced from Sales Insights into my CRM?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo export data for accounts not already in your CRM:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to Sales Insights and build a new report that includes accounts that are currently outside of your CRM.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWhile building this report, be sure to include the following selections as the \u003Cstrong\u003ESources\u003C/strong\u003E:\u003C/p\u003E \u003Cul\u003E \u003Cli\u003E\u003Cstrong\u003EInclude:\u003C/strong\u003E All Companies on LinkedIn\u003C/li\u003E \u003Cli\u003E\u003Cstrong\u003EExclude:\u003C/strong\u003E CRM\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003EUse the \u003Cstrong\u003ECompany\u003C/strong\u003E and \u003Cstrong\u003EPersona\u003C/strong\u003E filters to refine your criteria for the report.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EReview the generated report and identify the accounts that you would like to export.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the top right corner of your report, click \u003Cli-icon type=\"download-icon\"\u003E\u003C/li-icon\u003E \u003Cstrong\u003EExport\u003C/strong\u003E and select \u003Cstrong\u003ECSV\u003C/strong\u003E.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"Exporting accounts will consume credits.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003EExporting accounts will consume credits.\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"warning","headline":"Important to know"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EUse the bulk upload tool in CRM to create new account records in your CRM.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWait 24 hours for these new accounts in your CRM to be synced with Sales Insights.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAfter 24 hours, verify that these accounts exist by creating a report with source = \u003Cstrong\u003ECRM\u003C/strong\u003E and filtering for account owner or opportunity stage.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EReturn to the report&nbsp;from&nbsp;which you identified these new accounts.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EChange the source to \u003Cstrong\u003ECRM\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ENow export to CRM. This won't cost any additional&nbsp;credits.&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EOnce exported, you’ll see Sales Insights data populated for these new accounts in the CRM. \u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"vsAWI2Qk","title":"What happens to your Sales Insights data if you uninstall the app from your CRM?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIf you uninstall the LinkedIn Sales Insights app in your Salesforce or Microsoft Dynamics 365 CRM, all your reports, views, components, and custom tabs will be deleted.&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"rdnvfwuo","title":"Can you share more information about your security and privacy policies?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELearn more about&nbsp;LinkedIn’s&nbsp;\u003Ca rel=\"\" href=\"https://security.linkedin.com/content/security/global/en_us/index/our-security-practices\" target=\"_blank\"\u003Esecurity policy\u003C/a\u003E&nbsp;and&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/legal/privacy-policy\" target=\"_blank\"\u003Eprivacy policy\u003C/a\u003E.&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Ch3\u003E\u003Cbr\u003E\n\u003C/h3\u003E \u003Ch3\u003E\u003Cstrong\u003ESalesforce Questions\u003C/strong\u003E\u003C/h3\u003E \u003Cp\u003ELearn more about \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a423501\" target=\"_self\"\u003ELinkedIn Sales Insights CRM Writeback for Salesforce\u003C/a\u003E.\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Ch3\u003E\u003Cbr\u003E\n\u003C/h3\u003E \u003Cp\u003E\u003Cstrong\u003EMicrosoft Dynamics Questions\u003C/strong\u003E\u003C/p\u003E \u003Cp\u003ELearn more about \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a422593\" target=\"_self\"\u003ELinkedIn Sales Insights CRM Writeback for Microsoft Dynamics\u003C/a\u003E.\u003C/p\u003E "}}}],"rawId":"a411753"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(422593,LITHOGRAPH)","pageHeader":{"title":"LinkedIn Sales Insights CRM Writeback - Microsoft Dynamics FAQ","subText":"December 13, 2021","lastModifiedTimestamp":"1639395858813"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ELinkedIn Sales Insights&nbsp;CRM Writeback&nbsp;allows&nbsp;you to&nbsp;establish a foundation of real-time firmographic and function-level data in your CRM from Sales Insights. You can do this through manual export, or by enabling daily export to your CRM.&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EReview these frequently asked questions to learn more about&nbsp;CRM Writeback for Microsoft Dynamics:&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"rT4GGZrh","title":"Which edition of Microsoft Dynamics can I use for CRM writeback? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cul\u003E \u003Cli\u003EMicrosoft Dynamics 2016 online (including 0.1 and update 1&nbsp;releases)&nbsp;\u003C/li\u003E \u003Cli\u003EMicrosoft Dynamics 365 (online only), running on version 8.2 or&nbsp;higher&nbsp;\u003C/li\u003E \u003C/ul\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"wfPuwY92","title":"Will exporting data from Sales Insights impact my CRM data limits?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ENo, exporting data from Sales Insights into&nbsp;CRM&nbsp;fields won't count against any quotas in Microsoft Dynamics.\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"YzbPwe5D","title":"How many calls are you making to the Microsoft Dynamics API?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EWe make batch calls to the&nbsp;Microsoft Dynamics API for every 100 accounts, one call for account data and one call for persona data.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"fjdcohO4","title":"How does Sales Insights data appear in Microsoft Dynamics? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cul\u003E \u003Cli\u003EA&nbsp;custom&nbsp;entity&nbsp;called LinkedIn Sales Insights will be created in your CRM&nbsp;and will appear&nbsp;in&nbsp;a new tab on the account record.&nbsp;\u003C/li\u003E \u003Cli\u003EFirmographic, persona, and custom LinkedIn&nbsp;fields&nbsp;will be available on the LinkedIn Sales Insights&nbsp;entity.&nbsp;\u003C/li\u003E \u003C/ul\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"ehLdzA2q","title":"How can I view a report with Sales Insights data in Microsoft Dynamics? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETo view a report in Dynamics:\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOpen the Microsoft Dynamics instance that is connected to Sales Insights.&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EIn the \u003Cstrong\u003EAdvanced Find\u003C/strong\u003E screen navigate to the \u003Cstrong\u003ELook For\u003C/strong\u003E filter, where two reports are available:&nbsp;\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EThe LinkedIn Sales Insights Personas report comes with two saved views: LinkedIn Sales Insights Company Personas Count and Growth and LinkedIn Sales Insights Personas by Account. This report produces a list of accounts with LinkedIn Sales Insights data appended to it so you can effectively analyze your accounts within Dynamics. You can export this report to CSV.&nbsp;\u003C/li\u003E \u003Cli\u003EThe second report available is the LinkedIn Sales Insights Company Profiles report comes with two saved views: Active LinkedIn Sales Insights Company Profiles and Inactive LinkedIn Sales Insights Company Profiles. This report produces a list of company profiles that have been enriched by LinkedIn Sales Insights.&nbsp;\u003C/li\u003E \u003C/ul\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"4EE1cQtW","title":"How do I view enriched accounts and attributes in Microsoft Dynamics? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ELearn more in the \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a419445\" target=\"_self\"\u003ELinkedIn Sales Insights for Microsoft Dynamics Installation Guide\u003C/a\u003E.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Ch3\u003EGeneral CRM Writeback Questions\u003C/h3\u003E \u003Cp\u003ELearn more about \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a411753\" target=\"_self\"\u003ELinkedIn Sales Insights CRM Writeback\u003C/a\u003E.\u003C/p\u003E "}}}],"rawId":"a422593"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(423501,LITHOGRAPH)","pageHeader":{"title":"LinkedIn Sales Insights CRM Writeback - Salesforce FAQ","subText":"September 27, 2022","lastModifiedTimestamp":"1664258837447"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ELinkedIn Sales Insights&nbsp;CRM Writeback&nbsp;allows&nbsp;you to&nbsp;establish a foundation of real-time firmographic and function-level data in your CRM from Sales Insights. You can do this through manual export, or by enabling daily export to your CRM.&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"This feature is currently only available for Sales Navigator CRM sync customers with Salesforce. In early 2021, we hope to offer this without the need for Sales Navigator or CRM integrations.","richDescription":{"markup":"\u003Cp\u003EThis feature is currently only available for Sales Navigator CRM sync customers with Salesforce. In early 2021, we hope to offer this without the need for Sales Navigator or CRM integrations.\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EReview these frequently asked questions to learn more about&nbsp;CRM Writeback for Salesforce:&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"tbBDMoxH","title":"Which edition of Salesforce can I use for CRM Writeback? ","elementList":[{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYour company must use Enterprise, Performance, Unlimited, or&nbsp;Developer editions\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EProfessional Edition requires API&nbsp;Access \u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"9a1unWJS","title":"Will exporting data from Sales Insights impact my CRM data limits?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ENo, exporting data from Sales Insights into&nbsp;CRM&nbsp;fields won't count against any quotas, and is covered under the LinkedIn and Salesforce partnership agreement.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"WBqwufiL","title":"How many calls are you making to the Salesforce API?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWe make batch calls to the Salesforce API for every 800 accounts, one call for account data and one call for persona data.\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"KF5UQhEg","title":"How does Sales Insights data appear in Salesforce? ","elementList":[{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EA custom object called LinkedIn Sales Insights will be created in your CRM. This is linked to the&nbsp;account&nbsp;record. \u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFirmographic, persona, and custom LinkedIn fields will be available on the LinkedIn Sales Insights Object. \u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"XDHyOC9x","title":"How can I view a report with Sales Insights data in Salesforce? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETo view a report in Salesforce:\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOpen the Salesforce&nbsp;instance&nbsp;that is connected to Sales Insights.&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ENavigate to the \u003Cstrong\u003EReports\u003C/strong\u003E tab and select the folder \u003Cstrong\u003ELSI Reports\u003C/strong\u003E. You should see one report called \u003Cstrong\u003ELinkedIn Sales Insights\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EIf you’d like others&nbsp;within your organization&nbsp;to&nbsp;view this report, make the report public.&nbsp;\u003C/li\u003E \u003C/ul\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EThe LinkedIn Sales Insights Report will allow you to view and analyze the accounts enriched by LinkedIn Sales Insights.&nbsp;&nbsp;\u003C/p\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"KQliAo5x","title":"Will I be able to see the LinkedIn Sales Insights Component in Classic Mode? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EYes, you can see the Sales Insights component in both Classic and Lightning mode.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"hzCkO2Wf","title":"How do I manage permission sets for the Sales Insights component in Salesforce?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ELearn more in the \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a419447\" target=\"_self\"\u003ELinkedIn Sales Insights for Salesforce Installation Guide\u003C/a\u003E.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"VS7fNBAh","title":"How do I add the Sales Insights component to the Account Record Page? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ELearn more in the \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a419447\" target=\"_self\"\u003ELinkedIn Sales Insights for Salesforce Installation Guide\u003C/a\u003E.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"ycPvMZIO","title":"How do I view enriched accounts and attributes in Salesforce? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ELearn more in the \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a419447\" target=\"_self\"\u003ELinkedIn Sales Insights for Salesforce Installation Guide\u003C/a\u003E.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Ch3\u003E\u003Cstrong\u003EGeneral CRM Writeback Questions\u003C/strong\u003E\u003C/h3\u003E"}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"CYmvkwSp","title":"How is data imported from Salesforce into LinkedIn Sales Insights?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELinkedIn Sales Insights uses BulkAPI 2.0 and uses the Update operations to write back all of the accounts with batch size of 800.\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"Ybpjz9Hh","title":"Would we hit daily limits for BulkAPI batch jobs per day if the integration processes (imports/exports) 300K account records per day?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe total quota is based on the number of seats in Salesforce (more seats = higher quota). The available quota depends on that, and the amount of quota being consumed by other operations occurring while LinkedIn Sales Insights is pushing data.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWe do not know how many seats a customer has, or what other API operations are running concurrently, so we don't know if we'll hit the daily limit or not.\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"pRI5pNV3","title":"How often are records updated?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAll accounts have updated metrics pushed daily. So all records are updated daily.\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"hlT1Kc2t","title":"What is the frequency and volume of the API calls?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFor manual export and daily export, the batch calls to the Salesforce API are every 800 accounts per call.\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"x7YxwRBv","title":"What object data is imported from Salesforce?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThe LinkedIn Sales Insights package only causes accounts to be imported. But the LinkedIn Sales Navigator package will cause other entities to be imported as well.\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/a411753\" target=\"_self\"\u003ELinkedIn Sales Insights CRM Writeback\u003C/a\u003E.\u003C/p\u003E"}}}]}]}}}],"rawId":"a423501"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(419445,LITHOGRAPH)","pageHeader":{"title":"LinkedIn Sales Insights for Dynamics 365 Sales - Installation Guide","subText":"June 28, 2021","lastModifiedTimestamp":"1624920886221"},"contentBody":[{"preRenderedComponent":{"preRenderedCallout":{"description":"This guide will help you successfully install, configure, and implement the enrichment of your CRM with data from LinkedIn Sales Insights.","richDescription":{"markup":"\u003Cp\u003EThis guide will help you successfully install, configure, and implement the enrichment of your CRM with data from LinkedIn Sales Insights. \u003C/p\u003E"},"presetType":"pdf","headline":"LinkedIn Sales Insights for Dynamics 365 Sales - Installation Guide ","callToAction":{"relationships":"","text":"View Guide","url":"https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/msdynamics-365-lsi-install","target":"_blank"}}}}],"rawId":"a419445"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(419447,LITHOGRAPH)","pageHeader":{"title":"LinkedIn Sales Insights for Salesforce - Installation Guide","subText":"June 28, 2021","lastModifiedTimestamp":"1624920936621"},"contentBody":[{"preRenderedComponent":{"preRenderedCallout":{"description":"This guide will help you successfully install, configure, and implement the enrichment of your CRM with data from LinkedIn Sales Insights.","richDescription":{"markup":"\u003Cp\u003EThis guide will help you successfully install, configure, and implement the enrichment of your CRM with data from LinkedIn Sales Insights. \u003C/p\u003E"},"presetType":"pdf","headline":"LinkedIn Sales Insights for Salesforce - Installation Guide ","callToAction":{"relationships":"","text":"View Guide","url":"https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/sfdc-lsi-install","target":"_blank"}}}}],"rawId":"a419447"},"showFeedbackDetail":true}]},{"topicI18nKey":"i18n_contact_us_topic_lsi_reporting_exports","articleList":[{"article":{"source":"urn:li:helpCenterArticle:(144118,LITHOGRAPH)","pageHeader":{"title":"Build Reports in LinkedIn Sales Insights","subText":"July 25, 2023","lastModifiedTimestamp":"1690279023352"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ELinkedIn Sales Insights allows you to build reports to&nbsp;answer \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a143164\" target=\"_self\"\u003Ekey sales planning questions&nbsp;for your business\u003C/a\u003E.\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"OpY3c5xI","title":"Build a new report ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo build a new report in Sales Insights:&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights/\" target=\"_self\"\u003ESales Insights\u003C/a\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom the \u003Cstrong\u003EHome\u003C/strong\u003E tab, click \u003Cstrong\u003ECreate report\u003C/strong\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the \u003Cstrong\u003ECreate a report dialog\u003C/strong\u003E box, enter a name for the report and click \u003Cstrong\u003ECreate\u003C/strong\u003E.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the left rail, click \u003Cstrong\u003EChange\u003C/strong\u003E to select which \u003Cstrong\u003ESource\u003C/strong\u003E you'd like to use for your report, and apply the relevant filters:\u003C/p\u003E \u003Cp\u003E\u003Cstrong\u003E \u003Cli-icon type=\"company-icon\"\u003E\u003C/li-icon\u003E Company Filters\u003C/strong\u003E\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EHQ Location\u003C/li\u003E \u003Cli\u003EIndustry\u003C/li\u003E \u003Cli\u003EAnnual Revenue (USD)\u003C/li\u003E \u003Cli\u003ECompany size\u003C/li\u003E \u003Cli\u003ECompany size growth\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003E\u003Cstrong\u003E \u003Cli-icon type=\"person-icon\"\u003E\u003C/li-icon\u003E&nbsp;Personas\u003C/strong\u003E\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EEmployee location\u003C/li\u003E \u003Cli\u003EFunction\u003C/li\u003E \u003Cli\u003ESeniority\u003C/li\u003E \u003Cli\u003EJob title\u003C/li\u003E \u003C/ul\u003E \u003Cp\u003EClick \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a193014?lang=en\" target=\"_blank\"\u003Ehere\u003C/a\u003E to learn more about managing personas. When you select a minimum of one persona and/or an employee location, you can use the \u003Cstrong\u003EAdvanced Filters\u003C/strong\u003E option to narrow down the list of companies that you are interested in. Click \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a490153\" target=\"_blank\"\u003Ehere\u003C/a\u003E to learn more about how to see \u003Cstrong\u003EAdvanced Filters\u003C/strong\u003E.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"As you add filters to the report, you can use the Exclude option to drill down to specific options that you want included and excluded from the report. For example, while working with the HQ filter, you can choose to include APJ region but exclude Asia from the report.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003EAs you add filters to the report, you can use the \u003Cstrong\u003EExclude\u003C/strong\u003E option to drill down to specific options that you want included and excluded from the report. For example, while working with the HQ filter, you can choose to include APJ region but exclude Asia from the report.\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAfter all filters have been added, click \u003Cstrong\u003EApply\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYour report will be automatically saved, and can be accessed in the future from the \u003Cstrong\u003EReports\u003C/strong\u003E tab.&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"MlZT5Nwm","title":"Build a new report from a previously purchased company list","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EThere are&nbsp;2&nbsp;ways to create a report using the companies that you've already \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/118586\"\u003Eexported with credits\u003C/a\u003E.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights/\" target=\"_self\"\u003ESales Insights\u003C/a\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAccess the \u003Cstrong\u003ESources&nbsp;\u003C/strong\u003Etab.\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EIf you (or someone on your contract) has&nbsp;previously&nbsp;used credits to export companies,&nbsp;you’ll&nbsp;see&nbsp;a&nbsp;\u003Cstrong\u003EPurchased&nbsp;accounts\u003C/strong\u003E&nbsp;section.\u003C/li\u003E \u003C/ul\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003EStart new report\u003C/strong\u003E&nbsp;to create a report using those companies.\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003E\u003Cstrong\u003EOR\u003C/strong\u003E\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ESign in to&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights/\" target=\"_self\"\u003ESales Insights\u003C/a\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom the&nbsp;\u003Cstrong\u003EHome\u003C/strong\u003E tab, either select an existing report, or click&nbsp;\u003Cstrong\u003ECreate report\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIn the left rail, navigate to&nbsp;\u003Cstrong\u003ESource&nbsp;\u003C/strong\u003Eand click&nbsp;\u003Cstrong\u003EChange\u003C/strong\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EChange the source to&nbsp;\u003Cstrong\u003EPurchased accounts\u003C/strong\u003E, and click&nbsp;\u003Cstrong\u003EApply\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYour report will now only include the previously purchased companies.&nbsp;&nbsp;\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"NiBc7vuM","title":"Change table settings","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EYou can also click on your&nbsp; \u003Cli-icon type=\"gear-icon\"\u003E\u003C/li-icon\u003E \u003Cstrong\u003ETable settings\u003C/strong\u003E&nbsp;&nbsp;to hide or show additional data columns, including:&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETarget employees researched on Sales Navigator.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETarget employees contacted on Sales Navigator.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETarget employees engaged on Sales Navigator.\u003C/p\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"1QZHjUTr","title":"Change report view","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EYou can use the tabbed navigation to update your view for:\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ECompany\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELocation\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ERevenue\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EIndustry\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EEmployees\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EYou can use the \u003Cstrong\u003EGrowth trend\u003C/strong\u003E dropdown list to select time frames of 3 months, 6 months, 1 year, or 2 years to view growth trends at the selected companies in more detail. After you make a selection in this dropdown list, the time frame is applied to all growth metrics that is displayed in this report, including employee growth, target employee growth and persona-specific growth. The changes will be visible on the Company, Location, Revenue, Industry and Employees tabs.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"You can adjust the time range for reports that you don't own and are only shared with you. This does not disrupt or modify the view for the report owner, and therefore allows you to continue collaborating with your team mates effectively.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003EYou can adjust the time range for reports that you don't own and are only shared with you. This does not disrupt or modify the view for the report owner, and therefore allows you to continue collaborating with your team mates effectively.\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EAfter your reports are built, they may be \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a143163\" target=\"_self\"\u003Eexported to your CRM or a CSV\u003C/a\u003E&nbsp;file. The CSV file will include the growth trends for all time frames. \u003C/p\u003E"}}}],"rawId":"a144118"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(143163,LITHOGRAPH)","pageHeader":{"title":"Manage CSV and CRM Exports in LinkedIn Sales Insights ","subText":"November 23, 2022","lastModifiedTimestamp":"1669185196575"},"contentBody":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EA few things to keep in mind when exporting CSVs:\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EWhen exporting companies, you&nbsp;may&nbsp;download&nbsp;as many companies as&nbsp;the number of&nbsp;remaining&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/118586\"\u003Ecredits&nbsp;\u003C/a\u003Ethat have been purchased by your company.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EOnly certain users are allowed to purchase or use credits in Sales Insights. Learn more about \u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a144120\" target=\"_self\"\u003Epermissions\u003C/a\u003E available. \u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EWhen you pivot your report by \u003Cstrong\u003EIndustry, Revenue, or Employees (company size)\u003C/strong\u003E, you can download that without using any credits.\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"The Employee location filter has been removed and the Revenue filter has been added.","richDescription":{"markup":"\u003Cp\u003E\u003Cp\u003E\u003C/p\u003EThe Employee location filter has been removed and the Revenue filter has been added.\u003C/p\u003E\u003Cp\u003E\u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EThe maximum number of rows that may be downloaded at once is 250,000.\u003C/p\u003E "}}}]}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"zXZ3tqHS","title":"Export a CSV report ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETo export a CSV report:&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ELog in to \u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights\"\u003ESales Insights\u003C/a\u003E.&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EFrom the&nbsp;\u003Cstrong\u003EReports&nbsp;\u003C/strong\u003Etab, locate the report you’d like to export.&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EClick the report to open the Report Page, and click \u003Cli-icon type=\"download-icon\"\u003E\u003C/li-icon\u003E&nbsp;\u003Cstrong\u003EExport\u003C/strong\u003E&nbsp;in the top right corner.&nbsp;\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EYou may also export CSVs from the \u003Cstrong\u003ETop Picks\u003C/strong\u003E, \u003Cstrong\u003EBig Bets\u003C/strong\u003E, and \u003Cstrong\u003EUntapped Growth\u003C/strong\u003E sections.&nbsp;&nbsp;\u003C/li\u003E \u003C/ul\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EFrom the dropdown that appears, click&nbsp;\u003Cstrong\u003ECSV\u003C/strong\u003E.&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EIn the \u003Cstrong\u003EExport company records\u003C/strong\u003E window, enter the number of \u003Cstrong\u003ECompany Records\u003C/strong\u003E you'd like to export, and click&nbsp;\u003Cstrong\u003EReview\u003C/strong\u003E.\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EYou'll receive an updated total of the number of credits that will be used for the export. Click \u003Cstrong\u003EYes, purchase\u003C/strong\u003E to export the company records.&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"Once your credits are deducted, the transaction cannot be reversed.","richDescription":{"markup":"\u003Cp\u003EOnce your credits are deducted, the transaction cannot be reversed.\u003C/p\u003E"},"presetType":"warning","headline":"Important to know"}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOnce completed, your CSV export will be available for download on the&nbsp;\u003Cstrong\u003EExports\u003C/strong\u003E&nbsp;page.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"IHGyLW5s","title":"Export to CRM","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EYou can write back LinkedIn Sales Insights data to the CRM&nbsp;by&nbsp;enabling the CRM Writeback feature.&nbsp;&nbsp;\u003C/p\u003E \u003Cp\u003EThree types of data will be exported from Sales Insights into the LinkedIn Sales Insights component on an account record in your CRM: firmographic, persona, and LinkedIn custom attributes.&nbsp;&nbsp;\u003C/p\u003E \u003Cp\u003EThe data from Sales Insights will be exported to a custom component on an account record called LinkedIn Sales Insights. The data can be&nbsp;exported through manual export, or by enabling daily export to your CRM.&nbsp;&nbsp;\u003C/p\u003E \u003Cp\u003EFor more information about CRM writeback, visit:&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a411753\" target=\"_self\"\u003ELinkedIn Sales Insights CRM Writeback - FAQ\u003C/a\u003E.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"wQbUHUNv","title":"View and download previously exported CSV reports","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ETo view and download reports that you have previously exported:&nbsp;\u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELog in to \u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights\"\u003ESales Insights\u003C/a\u003E.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EFrom the \u003Cstrong\u003EExports\u003C/strong\u003E tab, locate the report you'd like to view or download again.&nbsp;\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EClick&nbsp;\u003Cstrong\u003EDownload\u003C/strong\u003E.\u003C/p\u003E"}}}]}]}}},{"preRenderedComponent":{"preRenderedCallout":{"description":"It doesn't use any credits to download or view a previously exported report.","richDescription":{"markup":"\u003Cp\u003EIt doesn't use any credits to download or view a previously exported report. \u003C/p\u003E"},"presetType":"note","headline":"Here's a tip"}}}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EPlease review the frequently asked questions below to learn more about exports:\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"ImmrjXwy","title":"When you export accounts to CRM, why is the number of Credits Used different from accounts successfully exported?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003ELinkedIn Sales Insights uses one credit for every account the customer exports. These appear in the CSV generated on the \u003Cstrong\u003EExports\u003C/strong\u003E page. In case of failures, you can re-export the same accounts without using additional credits. Companies purchased in previous reports won't consume any credits either.\u003C/p\u003E"}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"8LXZel8x","title":"How to troubleshoot errors during Salesforce CRM export?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EHere's how you troubleshoot when you run into the following errors during CRM export: \u003C/p\u003E"}}},{"preRenderedComponent":{"preRenderedList":{"ordered":false,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EError: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY\u003C/p\u003E \u003Cp\u003EThis error sometimes occurs when accounts are first exported to Salesforce. This issue will resolve itself in the next auto-export, or by triggering another manual export.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EError: ENTITY_IS_DELETED\u003C/p\u003E \u003Cp\u003EThis indicates that the account has been deleted in your CRM. Sales Insights cannot write to deleted accounts.\u003C/p\u003E"}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":"\u003Cp\u003EError: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY\u003C/p\u003E \u003Cp\u003EThis is a permissions issue on the account. To resolve this issue, grant public access and enable write access to the account in Salesforce.com.\u003C/p\u003E"}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"01tOGa0a","title":"How do I save a report so it is static to a period of time (i.e. doesn’t update to the latest numbers when I reopen it)?","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EThe best way to save a report for a particular period of time is to export a PDF when you save the report. We then recommend either saving the report to your device, or revisiting it via the \u003Cstrong\u003EExports\u003C/strong\u003E tab in Sales Insights.\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"9JEUUFIk","title":"Do metrics refresh when I click on a report? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EReports accessed via the \u003Cstrong\u003EReports\u003C/strong\u003E tab automatically refresh when opened.\u003C/p\u003E \u003Cp\u003EPreviously exported reports on the \u003Cstrong\u003EExports\u003C/strong\u003E tab are for a specific period of time and don't refresh.\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"sYml3ovn","title":"How do I monitor whether data has been written to my CRM in Sales Insights? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EYou can view a report of the records that were manually or&nbsp;auto&nbsp;synced to the CRM&nbsp;in the Exports page.&nbsp;&nbsp;\u003C/p\u003E "}}}]}}}],"rawId":"a143163"},"showFeedbackDetail":true},{"article":{"source":"urn:li:helpCenterArticle:(413066,LITHOGRAPH)","pageHeader":{"title":"LinkedIn Sales Insights Custom Persona CRM Export - FAQ ","subText":"June 28, 2021","lastModifiedTimestamp":"1624920687841"},"contentBody":[{"preRenderedComponent":{"preRenderedCallout":{"description":"You must be an LinkedIn Sales Insights Admin to configure persona CRM export.","richDescription":{"markup":"\u003Cp\u003EYou must be an LinkedIn Sales Insights Admin to configure persona CRM export. \u003C/p\u003E"},"presetType":"permission","headline":"Who can use this feature?"}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EExporting personas&nbsp;to your CRM allows you to&nbsp;enrich accounts with department and function-specific headcount and growth data.&nbsp;\u003C/p\u003E \u003Cp\u003EReview these frequently asked questions to learn more about custom persona exports:&nbsp;&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"4JCEEQKP","title":"How do I export a persona to my CRM? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ETo export a persona to your CRM:&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003E\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a146109\" target=\"_blank\"\u003EConnect your CRM to Sales Insights\u003C/a\u003E.&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ELog into&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/sales-insights/\" target=\"_blank\"\u003ESales Insights\u003C/a\u003E&nbsp;and click&nbsp;\u003Ca rel=\"\" href=\"https://linkedin.com/sales-insights/crm\" target=\"_blank\"\u003ECRM\u003C/a\u003E.&nbsp;&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOn the left rail, scroll to&nbsp;\u003Cstrong\u003EPersona Data Export\u003C/strong\u003E.&nbsp;&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003ESelect the personas that you want to export in one of the three persona slots.&nbsp;&nbsp;&nbsp;\u003C/p\u003E \u003Cul\u003E \u003Cli\u003EA maximum of three personas may be selected for CRM export.&nbsp;&nbsp;&nbsp;\u003C/li\u003E \u003Cli\u003EPersonas selected for CRM export will be shown with a \u003Cstrong\u003ECRM\u003C/strong\u003E badge.&nbsp;&nbsp;\u003C/li\u003E \u003Cli\u003ETo change a persona selected for CRM export,&nbsp;click \u003Cstrong\u003EChange\u003C/strong\u003E next to the persona name on the \u003Cstrong\u003EPersona Data Export Tab\u003C/strong\u003E.\u003C/li\u003E \u003C/ul\u003E "}}}]}]}}},{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EDuring the next CRM auto-sync or manual push, the&nbsp;persona name, global employee count, and global employee growth will be exported to your CRM.&nbsp;\u003C/p\u003E "}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"oLHy3Fge","title":"Why can’t I export a persona to my CRM? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EYou may be unable to export personas for one of two reasons:&nbsp;&nbsp;\u003C/p\u003E "}}},{"preRenderedComponent":{"preRenderedList":{"ordered":true,"listItems":[{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EYou don’t have&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a144120\" target=\"_blank\"\u003Eadmin permissions\u003C/a\u003E&nbsp;for Sales Insights.&nbsp;Only contract&nbsp;admins can export data for CRM personas. Admin permissions are&nbsp;\u003Ca rel=\"\" href=\"https://www.linkedin.com/help/sales-navigator/answer/a145122\" target=\"_blank\"\u003Emanaged&nbsp;in Account Center\u003C/a\u003E.&nbsp;\u003C/p\u003E "}}}]},{"elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EMore than three personas have been selected for export.&nbsp;If your contract already has&nbsp;three&nbsp;personas selected for CRM export on the&nbsp;\u003Cstrong\u003EPersonas&nbsp;\u003C/strong\u003Etab, a contract&nbsp;admin will need to deselect one or more,&nbsp;in order to&nbsp;export data for a different persona.&nbsp;\u003C/p\u003E "}}}]}]}}}]}}},{"preRenderedComponent":{"preRenderedCollapsible":{"componentId":"45qwxoMt","title":"How do I overwrite or remove persona data from my CRM? ","elementList":[{"preRenderedComponent":{"preRenderedMarkup":{"markup":" \u003Cp\u003EOn the \u003Cstrong\u003EPersona Data Export\u003C/strong\u003E tab in the CRM settings page, click \u003Cstrong\u003EChange\u003C/strong\u003E next to the Persona data you would like to overwrite or&nbsp;delete. &nbsp;\u003C/p\u003E "}}}]}}}],"rawId":"a413066"},"showFeedbackDetail":true}]}],"viewer":{"type":"GUEST"},"locale":"en_US","dynaform":{"name":"Sales Solutions Product Support Inquiry","desc":"","path":"LSI-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":"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}]}]},{"type":"static","text":"Screenshots or videos can help us resolve your issue faster."},{"type":"group","fields":[{"name":"description","label":"Please provide your feedback, report a bug, 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."}]},{"name":"all_other","type":"group","fields":[]}],"dbFields":[]},"captcha":{"challengeId":"AQEgIYzl6KfJUAAAAZNXHPF6ktPtWlJ0TjCztwhjlKfu2qKEuBQqugYNHUUDFzzI3-ofvsUStMcSvgW0CfegQOcr53kDjOBf1g"},"allowExpandedPills":false}"> <meta name="helpcenter:tracking-id" content="44aqfThcRIy00qazRudGug=="> <link rel="canonical" href="https://www.linkedin.com/help/sales-insights/ask">  <link rel="icon" href="https://static.licdn.com/scds/common/u/images/logos/favicons/v1/favicon.ico"> <script>(function(){function a(){var a,b;var c=new Promise(function(c,d){a=c,b=d});return c.resolve=a,c.reject=b,c}window.helpcenter=a()})();</script> <script src="https://static.licdn.com/sc/h/8hfbuq1ftcvnnx4dd5067pi0t" async defer type="text/javascript"></script> <script src="https://static.licdn.com/sc/h/kqnjxe4lquult2wh53f8nxdt" defer type="text/javascript"></script> <script src="https://static.licdn.com/sc/h/eyu17lkf6vsg7kzra0vc59dhy" defer type="text/javascript"></script> <script src="https://static.licdn.com/sc/h/bgx32xxh5d2kzmy7ihmmx4l8d" defer type="text/javascript"></script>   <script src="https://static.licdn.com/sc/h/dah7freax6g0ke4qb7ldi8lo9" defer type="text/javascript"></script>  <link rel="stylesheet" href="https://static.licdn.com/sc/h/br4pwt2mabgjtw8ggoqn5thbd"> <meta name="asset-url" id="images/illustrations/goals.svg" content="https://static.licdn.com/sc/h/99a24dv7b70vbpbhahfvzqvdu"> <script src="https://static.licdn.com/sc/h/2c1pntf5nlm37uiwmdlh811tb" defer type="text/javascript"></script> <link rel="stylesheet" href="https://static.licdn.com/sc/h/5756tvll4ccjqxzya9wwt11nn"> <script src="https://www.recaptcha.net/recaptcha/api.js?render=explicit"></script> </head> <body dir="ltr" class="base-page " data-test-id="base-page-body" data-in-hueify-scope="false"> <header class="global-header" data-test-id="global-header"> <div class="placeholder " id="system-message-outlet" data-inert-toggle-target="me-menu-inert-toggle-target" data-test-id="system-message-outlet"> </div>  <div class="page-width-content"> <div class="accessibility-menu" data-test-selector="accessibility-menu" data-inert-toggle-target="me-menu-inert-toggle-target"> <div class="visually-hidden" aria-live="polite"> <p class="mobile-view-on-desktop">Attention screen reader users, you are in a mobile optimized view and content may not appear where you expect it to be. To return the screen to its desktop view, please maximize your browser.</p> </div> <div class="accessibility-menu__content"> <a class="accessibility-menu__skip-link artdeco-button artdeco-button--2 artdeco-button--secondary artdeco-button--inverse" data-test-selector="accessibility-menu-skip-link" href="#a11y-main"> Skip to content </a> <a class="accessibility-menu__skip-link artdeco-button artdeco-button--2 artdeco-button--secondary artdeco-button--inverse" data-test-selector="accessibility-menu-skip-link" href="#site-search-common-search-query"> Skip to search </a> </div> <button class="accessibility-menu__dismiss-button artdeco-button artdeco-button--inverse artdeco-button--2 artdeco-button--circle artdeco-button--tertiary" data-test-selector="accessibility-menu-dismiss-button"> <li-icon class="svg-icon" size="large" tabindex="-1" aria-hidden="true" type="cancel-icon"></li-icon> <span class="visually-hidden"> Close jump menu </span> </button> </div> <nav class="site-navigation" aria-label="Main"> <div class="site-navigation__logo" data-inert-toggle-target="me-menu-inert-toggle-target"> <a class="brand" href="https://www.linkedin.com/help/sales-insights"> <svg preserveaspectratio="xMinYMin meet" focusable="false" style="display:block;width:34px;height:34px;" tabindex="-1" aria-hidden="true"> <g class="scaling-icon" style="fill-opacity:1"> <g class="bug-34dp" stroke="none" stroke-width="1" fill="none" fill-rule="evenodd"> <g class="dp-1"> <path d="M2.8,34 L31.2,34 C32.746,34 34,32.746 34,31.2 L34,2.8 C34,1.254 32.746,0 31.2,0 L2.8,0 C1.254,0 0,1.254 0,2.8 L0,31.2 C0,32.746 1.254,34 2.8,34" class="bug-text-color" fill="currentColor"></path> <path d="M2.8,34 L31.2,34 C32.746,34 34,32.746 34,31.2 L34,2.8 C34,1.254 32.746,0 31.2,0 L2.8,0 C1.254,0 0,1.254 0,2.8 L0,31.2 C0,32.746 1.254,34 2.8,34 Z M13,13 L17.75,13 L17.75,15.391 C18.387,14.114 20.242,12.75 22.695,12.75 C27.397,12.75 29,14.875 29,19.922 L29,29 L24,29 L24,20.984 C24,18.328 23.481,16.875 21.542,16.875 C18.921,16.875 18,18.867 18,20.984 L18,29 L13,29 L13,13 Z M5,29 L10,29 L10,13 L5,13 L5,29 Z M10.55,7.5 C10.55,9.184 9.184,10.55 7.5,10.55 C5.816,10.55 4.45,9.184 4.45,7.5 C4.45,5.815 5.816,4.45 7.5,4.45 C9.184,4.45 10.55,5.815 10.55,7.5 Z" fill="#FFFFFF"></path> </g> <g class="dpi-gt1" transform="scale(0.7083)"> <rect class="bug-text-color" fill="currentColor" x="1" y="1" width="46" height="46" rx="4"></rect> <path d="M0,4.00989318 C0,1.79529033 1.79405245,0 4.00989318,0 L43.9901068,0 C46.2047097,0 48,1.79405245 48,4.00989318 L48,43.9901068 C48,46.2047097 46.2059475,48 43.9901068,48 L4.00989318,48 C1.79529033,48 0,46.2059475 0,43.9901068 L0,4.00989318 Z M19,18.3 L25.5,18.3 L25.5,21.566 C26.437,19.688 28.838,18 32.445,18 C39.359,18 41,21.738 41,28.597 L41,41.3 L34,41.3 L34,30.159 C34,26.253 33.063,24.05 30.68,24.05 C27.375,24.05 26,26.425 26,30.159 L26,41.3 L19,41.3 L19,18.3 Z M7,41 L14,41 L14,18 L7,18 L7,41 Z M15,10.5 C15,12.985 12.985,15 10.5,15 C8.015,15 6,12.985 6,10.5 C6,8.015 8.015,6 10.5,6 C12.985,6 15,8.015 15,10.5 Z" fill="#FFFFFF"></path> </g> </g> </g> </svg> <h1 class="brand__title t-white t-24 t-bold" data-test-id="brand-title"> <span class="brand__title-text--short" data-test-id="brand-title-short">Help</span> <span class="brand__title-text--long">LinkedIn Help</span> </h1> </a> </div> <span class="placeholder site-navigation__search site-search__navbar-outlet" data-placeholder="site-search-nav" data-inert-toggle-target="me-menu-inert-toggle-target"> </span> <div data-responsive-handler="me-menu-inert-responsive-handler" data-test-id="me-menu-responsive-handler"></div> <div class="dropdown__container me-menu me-menu--signed-out" data-test-id="me-menu"> <button class="dropdown__trigger me-menu__dropdown-trigger plain-button" data-test-selector="dropdown-trigger" aria-expanded="false" aria-controls="me-menu-dropdown">  <span class="me-menu__trigger-icon desktop-excluded tablet-excluded" data-test-id="mobile-trigger-icon"> <span class="visually-hidden">Dropdown menu, expand to explore help for other LinkedIn products</span> <li-icon size="large" type="hamburger-icon"></li-icon> </span> </button> <div class="dropdown__menu me-menu__dropdown-menu" data-test-selector="dropdown-menu" aria-hidden="true" tabindex="-1" id="me-menu-dropdown" role="dialog" aria-label="LinkedIn products menu" aria-modal autofocus="true"> <button id="me-menu-inert-toggle-close" class="me-menu__close dropdown__close plain-button desktop-excluded tablet-excluded" data-test-id="me-menu-close" type="button"> <li-icon size="large" type="cancel-icon"></li-icon> <span class="visually-hidden">Close menu</span> </button>  <section class="me-menu__action-links" data-test-id="me-menu-action-links">   <div class="me-menu__action-link-group desktop-excluded tablet-excluded" data-test-id="me-menu-available-help-centers"> <h4 id="help-center-list-title" class="t-bold t-16 me-menu__section-header"> Get help with: </h4> <ul 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 me-menu__action-link--selected" href="/help/sales-insights?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option" aria-current="page"> Sales Insights </a> </li> <li> <a class="me-menu__action-link t-14 " href="/help/sales-navigator?trk=help_me_menu" rel="noopener nofollow" data-test-selector="help-center-option"> 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-insights?trk=help_me_menu" rel="noopener nofollow" data-test-id="me-menu-associated-product"> Go to Sales Insights </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-insights%2Fask&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-insights%2Fask" 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="page-width-content contact-us__container"> <div class="contact-us" data-test-id="contact-us-container" data-placeholder="contact-us-page"> </div>  </div> </main> <div class="placeholder " id="toasts__wormhole" data-inert-toggle-target="me-menu-inert-toggle-target"> </div> <footer class="global-footer" data-inert-toggle-target="me-menu-inert-toggle-target" data-component-selector="global-footer" data-test-id="global-footer" role="contentinfo"> <div class="global-footer__upper-row-wrapper"> <div class="page-width-content"> <ul class="global-footer__upper-row-items t-12 t-black"> <li class="global-footer__upper-row-item global-footer__logo"> <a class="global-footer__upper-row-item-link" href="https://www.linkedin.com"> <li-icon size="14dp" color="brand" tabindex="-1" aria-hidden="true" type="linkedin-logo"></li-icon> <span class="visually-hidden">LinkedIn</span> </a> </li> <li class="global-footer__upper-row-item "> <a class="global-footer__upper-row-item-link" data-test-id="footer-contact-us" href="https://www.linkedin.com/help/sales-insights/ask"> Contact us </a> </li>     <li class="global-footer__upper-row-item global-footer__language-switcher-wrapper"> <form action method="GET" class="language-switcher__form">  <label class="language-switcher__select-label"> <span class="visually-hidden">Select a language. The page will automatically refresh after a language has been selected.</span> <select name="lang" class="language-switcher__form-select" data-test-id="language-switcher-select"> <option value="de-DE"> Deutsch (German) </option> <option value="en-US" selected> English (English) </option> <option value="es-ES"> Español (Spanish) </option> <option value="fr-FR"> Français (French) </option> <option value="it-IT"> Italiano (Italian) </option> <option value="nl-NL"> Nederlands (Dutch) </option> <option value="pt-BR"> Português (Portuguese) </option> </select> </label> </form> </li> </ul> </div> </div> <div class="global-footer__lower-row-wrapper"> <ul class="global-footer__lower-row-items t-12 t-black"> <li class="global-footer__lower-row-item global-footer__lower-row-item--desktop-only"> <span data-test-id="footer-copyright-desktop"> LinkedIn Corporation © 2024 </span> </li> <li class="global-footer__lower-row-item "> <a class="global-footer__lower-row-item-link" data-test-id="footer-about" target="_blank" rel="noopener" href="https://about.linkedin.com"> About </a> </li> <li class="global-footer__lower-row-item "> <a class="global-footer__lower-row-item-link" data-test-id="footer-transparency" target="_blank" rel="noopener" href="https://safety.linkedin.com"> Transparency Center </a> </li> <li class="global-footer__lower-row-item "> <div class="dropdown__container privacy-dropdown"> <button class="dropdown__trigger privacy-dropdown__trigger plain-button t-12" data-test-selector="dropdown-trigger" aria-expanded="false" aria-controls="privacy-footer-menu"> Privacy and Terms <li-icon class="privacy-dropdown__caret-icon" size="small" tabindex="-1" aria-hidden="true" type="caret-filled-down-icon"></li-icon> </button> <div class="dropdown__menu privacy-dropdown__menu dropdown__menu--up dropdown__menu--inverse" data-test-selector="dropdown-menu" aria-hidden="true" tabindex="-1" id="privacy-footer-menu" role="dialog" aria-label="Privacy and Terms menu" autofocus="true"> <a class="privacy-dropdown__link dropdown__menu-item t-14" data-test-selector="privacy-dropdown-item" target="_blank" rel="noopener" href="https://www.linkedin.com/legal/cookie-policy"> Cookies </a> <a class="privacy-dropdown__link dropdown__menu-item t-14" data-test-selector="privacy-dropdown-item" target="_blank" rel="noopener" href="https://www.linkedin.com/legal/copyright-policy"> Copyright </a> <a class="privacy-dropdown__link dropdown__menu-item t-14" data-test-selector="privacy-dropdown-item" target="_blank" rel="noopener" href="https://www.linkedin.com/legal/user-agreement"> Terms </a> <a class="privacy-dropdown__link dropdown__menu-item t-14" data-test-selector="privacy-dropdown-item" target="_blank" rel="noopener" href="https://www.linkedin.com/legal/privacy-policy"> Privacy </a> <a class="privacy-dropdown__link dropdown__menu-item t-14" data-test-selector="privacy-dropdown-item" target="_blank" rel="noopener" href="https://www.linkedin.com/psettings/guest-controls" data-test-id="privacy-dropdown-guest-controls"> Guest controls </a>  <button class="visually-hidden dropdown__menu-item-sr-nav-only" type="button">Dismiss Privacy and Terms menu</button> </div> </div> </li> <li class="global-footer__lower-row-item global-footer__lower-row-item--standalone "> <span data-test-id="footer-copyright"> LinkedIn Corporation © 2024 </span> </li> </ul> </div> </footer>   </body> </html>

CINXE.COM

Contact us | Sales Insights Help