Activation tutorial for LinkedIn Sales Navigator administrators
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This document provides instructions for LinkedIn Sales Navigator purchaser admins on how to activate accounts for their team members. It explains that the admin should gather team members' email addresses and ask them to add their company email to their LinkedIn profile. It then outlines the steps to grant accounts through the Manage Team Accounts page by selecting account type and entering emails. It describes the activation processes for existing LinkedIn members, non-members, and current Sales Navigator users. The admin can track status and resend invitations from the status breakdown page.
Activation tutorial for LinkedIn Sales Navigator administrators
- 1. How to Activate LinkedIn Sales Navigator Accounts Robert Koehler LinkedIn Sales Solutions Consultant rkoehler@linkedin.com ©2013 LinkedIn Corporation. All Rights Reserved.
- 2. LinkedIn Sales Navigator Purchaser Admin Current LinkedIn member Current LinkedIn member Not a LinkedIn member Current LinkedIn member and Sales Navigator user If you’re a LinkedIn Sales Navigator Purchaser Admin, your primary job is to activate accounts for your team. This tutorial will show you how.
- 3. caryabergivener@gmail.com jeffmirin@gmail.com czentalia@outlook.com sfomarington@gmail.com Start by gathering everyone’s email addresses.
- 4. LinkedIn Primary Email Address Ask your users to set their company email address as the primary email address on their own LinkedIn accounts before you attempt to activate their LinkedIn Sales Navigator accounts.
- 5. To start activating accounts, log into your LinkedIn account and select Manage Team Accounts. Purchaser Admin
- 6. Select the type of account you want to grant. Choose Team member for LinkedIn Sales Navigator access. 1 2 1 2 Purchaser Admin
- 7. Enter email addresses separated by commas or returns. Click Grant Accounts. 3 4 4 3 Purchaser Admin
- 8. Notice that these users are already LinkedIn members. You can tell because their member information appears. Purchaser Admin
- 9. LinkedIn member information doesn’t appear for this user. Either she hasn’t yet added this email to her profile or she is not a LinkedIn member yet. Purchaser Admin
- 10. The Status Breakdown chart in the upper right corner will make it easy to track how many users have accepted your invitation. Purchaser Admin
- 11. This invitee is a LinkedIn member and receives an email to activate her account. Current LinkedIn member
- 12. If she logs into LinkedIn before activating via email she’ll see a banner alert. Clicking this link will also activate her account. Current LinkedIn member
- 13. She’ll then see this screen to confirm her activation. Current LinkedIn member
- 14. LinkedIn member information doesn’t appear for this user. First, let’s see how she would activate if this email hasn’t been added to her profile yet. Purchaser Admin
- 15. She’ll get the same email invitation, but it will require her to log in to her current LinkedIn profile. This will automatically add the email to her LinkedIn profile. Current LinkedIn member Email address not added to her profile Receives invitation Logs in to her current LinkedIn account Her email has been added to her profile & she’s an activated LinkedIn Sales Navigator user!
- 16. Now let’s see how she would activate if she’s not a LinkedIn member yet. Purchaser Admin
- 17. She’ll get the same email invitation, but this time since she’s not a LinkedIn member yet, she’ll need to sign up for an account before she’s activated. Not a LinkedIn member Receives invitation Signs up for a LinkedIn account She’s a member & an activated LinkedIn Sales Navigator user!
- 18. Let’s see what happens when she receives the email invitation and clicks Activate Your Account. Not a LinkedIn member
- 19. She’ll be prompted to set up a new LinkedIn account. Not a LinkedIn member
- 20. Once she’s got a member profile started, she can confirm that she activated successfully from her Accounts & Settings menu. Not a LinkedIn member
- 21. In rare cases, an invitee may already be a LinkedIn Sales Navigator user. Purchaser Admin
- 22. An invitee who’s already a LinkedIn Sales Navigator user will see this message that he just needs to confirm. Current LinkedIn Sales Navigator user
- 23. From the Status Breakdown chart, you can see there’s still one invitee who hasn’t accepted. You can send him a reminder. Purchaser Admin
- 24. Click Pending to automatically select all invitees who haven’t accepted yet. Purchaser Admin
- 25. From the Actions menu, select Resend Invitation. Purchaser Admin
- 26. The invitee will receive another invitation. Current LinkedIn member
- 27. Once all your invitees have accepted, your Status Breakdown will show 100% accepted. • Continue to access the Manage Team Accounts page to make additional user changes • Monitor your team’s usage with the View usage reporting link NEXT STEPS
- 28. Learn more: http://training.linkedin.com/sales/ ©2013 LinkedIn Corporation. All Rights Reserved.