From the course: Integrate LinkedIn Sales Navigator with Your CRM

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Save a contact to Sales Navigator

Save a contact to Sales Navigator

From the course: Integrate LinkedIn Sales Navigator with Your CRM

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Save a contact to Sales Navigator

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- [Gini] What if I'd like to be able to view someone from Dynamics in Sales Navigator as a lead? Using the LinkedIn member profile app, simply click the save in Sales Navigator button and you'll be asked what list you want to save this person in. Now right now, there's a default list called my saved leads, and if we go over to Sales Navigator, you'll see that I have 10 of them. It shows me that here as well. But I would like to create a custom list. In this particular case, I want to create a list for people that I met at Ignite. I'm going to give it a name, you have to scroll down to save it. This view and edit lists choice is to be able to move people between lists, however, if Jane is in this list, she is in my saved leads. My saved leads are all the leads that I have saved. But if I had more than one custom list, I could have Jane not in this list, and in either just my saved leads, or in a different custom list.…

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