How Do I View, Manage and Share Custom Lead Lists in Sales Navigator
Customer Success
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37 steps
|
3 minutes
LinkedIn
Use Sales Navigator’s custom lists to better organize and prioritize your saved leads and saved accounts.
Signing Into Sales Navigator
1
Navigate to [https://www.linkedin.com/](https://www.linkedin.com/)
2
Click "Sign in"
3
Click this icon to get into Sales Navigator
Viewing a List
4
From the homepage, click into Account lists or Lead lists
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You will see all your Account Lists
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Click "Lead lists"
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You will see all your Lead lists
Create a new list
8
Click "Lead lists"
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Click "Create lead list"
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Click the "List name" field and type in the name of your Lead list
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Click "Create"
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Your lead list will be created. Click into the Lead list.
Create an Account list with a CSV upload
13
Click into "Account list" and then Click "Create account list"
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Click "Upload accounts from CSV"
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Click "Continue"
Delete a Custom List
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Click "Lead lists"
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Click this icon.
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Click here.
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Click "Delete list"
Rename a Lead List
20
Click this icon.
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Click here.
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Click the "List name" field.
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Click "Done"
Ways to Filter all your Lead Lists
24
Click here.
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Click this icon.
How to filter a specific Lead list
26
Click here.
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Click "Sort by: Date added"
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Click here.
How to share a Lead List
29
Click "Lead lists"
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Click here.
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Click "Share list"
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Type your teammates name
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Click on your teammate
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Click here for editing or view access
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Click "Can view"
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Click here.
37
Click "Done"
