Sales Navigator 101 Class · AI for LinkedIn

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

From LinkedIn, click For Business (top right) → Sales Navigator
Or go directly: linkedin.com/sales (log in with your LinkedIn).
Pick/confirm your plan or trial, then you’ll land on the Home / Alerts page.
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)

Click Search (top) → choose Leads.
Use these beginner filters (left side):
Press Show results.
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)

Click Search → choose Accounts.
Filters to try:
Show results → Save any good company to an Account List (create one if needed).
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.

Where to find replies:

Replies land in LinkedIn Messaging (not inside Sales Nav) and trigger Sales Nav Lead Alerts if it’s a saved lead.

45–55 min — Alerts & “what changed” views

Home → Alerts shows updates for Saved Leads and Saved Accounts:
Click an alert to open the lead/account and act (comment, connect, InMail).
Tuning alerts: Remove noisy leads/accounts from lists or unsave them.
Saved searches alerts: Click Saved searches (top) → toggle email/notification cadence.

55–60 min — Quick tour of common spots

Lists (top) → see all your Lead and Account lists.
Search (top) → switch between Leads and Accounts anytime.
Settings → Admin (if on team plans) → see Smart Links/TeamLink (just show where they live; skip strategy).
Help ? (top right) → built-in tutorials.

Click-By-Click Cheat Sheet (copy for handout)

Access: For Business → Sales Navigator → HomeLead search: Search → Leads → set filters → Show results

Save lead: Hover card → Save → Save to list → Create new listCreate/see lists: Lists →

Leads/Accounts → Create listNotes/Tags: Profile → … More → Add note / TagAccount search: Search → Accounts → filters → Save to Account List

People at an account: Open account → People tab →

Save relevant leadsConnect: Profile → Connect → Add a note

InMail: Profile → Message/InMail → Send (uses credits)

Alerts: Home → Alerts (job changes, posts, news)Saved search alerts: Results page → Save search → manage in Saved searches

Live Exercises (do them in class)

First lead search: Find “Marketing Director” in “United States,” company size 51–200 → Save 3 leads to a new list.
First account search: Find Software companies 51–200 in United States → Save 2 accounts → open one account → People tab → Save 2 recommended contacts.
First note & tag: Open one saved lead → add a Note (“met at XYZ webinar”) and Tag (“NYC”).
First message: Send a Connect with a short note (don’t use InMail unless you want to show the button).
Alerts tour: Go Home → Alerts → click one alert and show how to act from it.

Common Beginner Gotchas (and fixes)

“Why are results weird?” You may still be in Accounts when you want Leads (or vice-versa). Switch at the top.
“I can’t find Save to list.” On result cards: hover → Save. On the profile page: Save near the headline.
“Where are my messages?” InMail/Connect replies are in LinkedIn Messaging, not a separate Sales Nav inbox.
“No InMail button?” Some profiles require Connect or Open Profile status; InMail appears when available.
“Too few results?” Loosen filters (remove seniority or company size; try broader titles).
“Too many results?” Add Seniority, Title in quotes, Geography, or Company headcount.

What questions do you have?

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