Sales Navigator 101 Class
Would you be interested in attending a Sales Navigator 101 class teaching you the basics of Sales Navigator for someone who never used the platform... What questions would you like answered? 60-Minute Hands-On Agenda (for total beginners) 0–5 min — How to get into Sales Navigator 1. From LinkedIn, click For Business (top right) → Sales Navigator 2. Or go directly: linkedin.com/sales (log in with your LinkedIn). 3. Pick/confirm your plan or trial, then you’ll land on the Home / Alerts page. 4. Pin it for next time: bookmark the URL. 5–10 min — One-time setup (so results look right) - Settings (top right gear) → Preferences - Save. These act as default hints; you can change filters anytime. 10–25 min — Basic searches (leads first, then accounts) A) Lead Search (people) 1. Click Search (top) → choose Leads. 2. Use these beginner filters (left side): 3. Press Show results. 4. Open a result in a new tab to view the full profile (keeps your list). Save a lead: hover the result → click Save → + Save to list → Create new list (e.g., “US-MKT Directors-Sept”). Done. Save the search (optional): click Save search (top right of results) → name it (e.g., “MKT Dir US 11-200”) → you’ll get alerts when new matches appear. B) Account Search (companies) 1. Click Search → choose Accounts. 2. Filters to try: 3. Show results → Save any good company to an Account List (create one if needed). 4. Click into an account → People tab to see recommended contacts, then Save those people as leads. 25–35 min — Lists, notes, and tags (organize your work) - Create a list while saving (above) or from Lists in the top nav: - Move/add multiple leads to a list: in a results page, tick boxes → Save to list. - Notes & Tags: 35–45 min — Messaging basics (Connect vs InMail) - Connect (free): On a lead’s profile, click Connect → Add a note (300 chars). - InMail (uses credits): Click Message/InMail → compose.