You set your sales preferences during onboarding. But what if they change? Your territory may have changed or your company line size may have grown. In this video, learn how to change your sales preferences as your prospecting diversifies.
- [Instructor] You've set your sales preferences so that Sales Navigator could provide you with tailored recommendations according to your current business needs. But what happens if something changes? Let's say your territory shifts, or your industry focus adjusts, what do you do then? Let's look at how you can adjust your sales preferences so that you continue to receive lead recommendations that are beneficial for your business. From anywhere within Sales Navigator, you can hover on the Discover tab, and then select Edit your sales preferences.
Maybe you are no longer selling into Dublin, and perhaps there's been a shift, and you're now focused on London in the UK. Maybe you wanted to add some different industries. You could go ahead and select those there, as well. Make sure you click Done when the option is given, and this is the easiest way for you to be able to adjust your sales preferences so that they constantly reflect the state of the partnerships that you're looking for. To note, you can get to this screen in two ways.
So we just looked at how we can go to Discover, Edit your sales preferences, but another way to get to your settings is to hover over your picture, and then click on Settings and it will bring you to the same screen. So a couple of options there for you. Remember, you can adjust your sales preferences at any time, so don't hesitate to tell Sales Navigator the locations, industry, company size, seniority, and functions that will help you continue to build relationships.
This keeps real-time information that you receive on leads and accounts relevant.
- Setting up Sales Navigator
- Using the mobile app
- Syncing with your CRM
- Using account pages
- Finding prospects
- Viewing profiles
- Sending InMail
- Using sales updates and PointDrive for insights