LinkedIn Sales Navigator Terminology Guide
Customize this training to give your sales team the help they need, directly within LinkedIn Sales Navigator.
What is an account in LinkedIn Sales Navigator?
Companies that you already do business with or companies you’d like to pursue and save.
What is an account center in LinkedIn Sales Navigator?
Account Center, divided into People, Reports, and Settings, allows admins to manage their users, curate content, generate reports on usage, and leverage partnerships.
What are account lists in LinkedIn Sales Navigator?
Includes all saved companies.
What is the admin home in LinkedIn Sales Navigator?
Admin Home is a quick and easy place for admins to get started with Sales Navigator Account Center.
What is advanced search in LinkedIn Sales Navigator?
Narrows down searches for new leads and accounts by company, title, industry, region, and so on.
What are alerts in LinkedIn Sales Navigator?
With Alerts on your Sales Navigator homepage, you can view notifications about your saved leads and accounts.
What is the buyer circle in LinkedIn Sales Navigator?
Includes relevant stakeholders, and helps sales reps and managers identify and engage with those stakeholders.
What are columns in LinkedIn Sales Navigator?
Customize and filter your view to optimize the information you see, update, and leverage.
What is CRM sync in LinkedIn Sales Navigator?
CRM Sync helps you instantly log and import sales activity to and from your CRM, so you can focus on selling.
What is discover in LinkedIn Sales Navigator?
Helps you receive ‘New Matches’ based on your sales preferences. You can further refine your recommendations using the filters on the left rail.
How do you dismiss recommendations in LinkedIn Sales Navigator?
Dismiss recommended leads or accounts that don’t match sales preferences, either by clicking on the cross button against a lead or by choosing to Select All leads and clicking on the cross button.
What is edit your sales preferences in LinkedIn Sales Navigator?
Updates your preferences to ensure you’re getting relevant suggestions, and also updates your
settings.
What are embedded profiles in LinkedIn Sales Navigator?
Embedded Profiles let you view LinkedIn and Sales Navigator information about leads and accounts within your CRM. A CRM admin must install Sales Navigator for Salesforce or Microsoft Dynamics 365, to enable and configure Embedded Profiles.
What is Help in LinkedIn Sales Navigator?
Navigates to Help Center, Customer Hub, and Community.
What are home page alerts in LinkedIn Sales Navigator?
Focuses on your favorite things from the news feed, so you view information that requires your attention.
What is jump back in in LinkedIn Sales Navigator?
Feature that helps you view your most recent activity.
What is a lead in LinkedIn Sales Navigator?
A person you already do business with or people you’d like to pursue and save on Sales Navigator.
What are lead lists in LinkedIn Sales Navigator?
An organized list that includes all saved individuals or leads.
What is Legal in LinkedIn Sales Navigator?
Navigates to user Agreement, Privacy Policy, and Cookie Policy
What is the LinkedIn inbox in LinkedIn Sales Navigator?
A virtual folder on your LinkedIn profile, where messages are sent and received.
What are lists in LinkedIn Sales Navigator?
Organize your workflow, and keep track of leads, accounts, and your existing network.
What is messaging in LinkedIn Sales Navigator?
A virtual folder on your LinkedIn profile or in Sales Navigator, where messages are sent and received.
What is My Network (Lists) in LinkedIn Sales Navigator?
includes all 1st-degree connections.
What is My Open Deals in LinkedIn Sales Navigator?
List of open opportunities from your CRM that can be viewed and Customized.
What is the profile image icon in LinkedIn Sales Navigator?
Section in the top right corner of the homepage, which includes; Account, Help, Legal, and Sign-out.
What are quick actions in LinkedIn Sales Navigator?
With this feature in Account Center, you can quickly manage one or more users by applying only one action.
What are recommended accounts in LinkedIn Sales Navigator?
Accounts based on your sales preferences, search history, and profile interactions, to help identify new prospects and build an account list.
What are recommended leads in LinkedIn Sales Navigator?
Leads based on your sales preferences, search history, and profile interactions, to help identify new prospects and build a lead list.
What is the Sales Navigator Coach in LinkedIn Sales Navigator?
Introduces core features in Sales Navigator so you leverage those features to reach your sales goals.
What is the Sales Navigator inbox in LinkedIn Sales Navigator?
A virtual folder in Sales Navigator, where messages are sent and received.
What is the Sales Navigator settings page in LinkedIn Sales Navigator?
The settings page to view your Account type and InMail Credits, edit your Profile Viewing options, sales, and email preferences.
What are saved searches in LinkedIn Sales Navigator?
Lead and account searches that you save, including keyword strings and filter refinements, to run the search at any time.
What is the search bar in LinkedIn Sales Navigator?
Section at the top of the homepage, to search for a specific boolean or keyword.
What is sign-out in LinkedIn Sales Navigator?
Clickable option to leave or exit your Sales Navigator account.
What is the social selling index in LinkedIn Sales Navigator?
Measures how effective you are at establishing your professional brand, finding the right people, engaging with insights, and building relationships.
What is the user queue in LinkedIn Sales Navigator?
User queue actions in Account Center allow you to easily select, manage, and update users, all in one view.
What is Who’s Viewed Your Profile in LinkedIn Sales Navigator?
Feature in the right rail of the Sales Navigator homepage and the left rail of the LinkedIn.com homepage, to see people who have viewed your LinkedIn profile over the last 90 days.
