From the course: Learning LinkedIn Sales Navigator

Organize your saved accounts in an account list - Sales Navigator Tutorial

From the course: Learning LinkedIn Sales Navigator

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Organize your saved accounts in an account list

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- Staying on top of target companies is critical to your success, but how do you ensure you stay organized and don't become overwhelmed as your searches grow? The answer lies in lists. You can create account lists in LinkedIn Sales Navigator in various ways, from advanced account searches, like we did in our previous lesson, by uploading a spreadsheet from your desktop, or through CRM integration. But if you already have a book of business in a spreadsheet sitting on your desktop, you're probably thinking, "How do I just add that list of accounts here?" Well, from the homepage, in the top right hand corner, you can use this dropdown menu to upload new accounts. The onscreen instructions will walk you through what is needed. You can even download a template CSV file here to help get you started, but you can use any CSV file, as long as that contains a column with the name of those accounts in your book of business. You can add additional information here that helps to match the right company, but let's just click Continue. And then we'll drag and drop that spreadsheet from your computer into the box here. From here, we'll choose which column contains the name of the company. And we can match up any other information that we might have on our spreadsheet. Once done, click Continue in the bottom right hand corner, and we'll just give this an appropriate name. From here, LinkedIn Sales Navigator will look for those companies across the LinkedIn ecosystem and bring them together into a single list. With a number of lists created, let's take this a step further. Staying on top of changes in your target accounts is challenging, so how can you prioritize accounts based on data that you can trust? Well, Account Hub is the answer. Account Hub is accessed by clicking Accounts at the top of the toolbar. Account Hub combines the information you need about any one of your account lists in one place, giving you account insights, buyer intent, and relationship intelligence, all through a single pane of glass. If you can choose any account list you want to work on by using the dropdown in the top left. Here, you can manage existing lists or indeed create a new one. To get the most out of Account Hub, keep your saved accounts up to date. On the right hand side of the screen, you can add more accounts. Or use the ellipsis to share this list with others in your organization. To see all of your account lists in one place, you can select See account lists in the top right corner. These might seem like small actions right now, but over time, being able to stay on top of key activities will become increasingly important. Take the time to consider which lists you should create to help set yourself up for future success.

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