From the course: Integrate LinkedIn Sales Navigator with Your CRM
Unlock this course with a free trial
Join today to access over 24,900 courses taught by industry experts.
View Salesforce data in Sales Navigator
From the course: Integrate LinkedIn Sales Navigator with Your CRM
View Salesforce data in Sales Navigator
- [Instructor] This time rather than looking at Salesforce, we're going to look at Sales Navigator. First on the right-hand side I have jumped back in the ability to go see Antonio, the Museums and galleries list, Aaron. The people I've been working with in Salesforce are here in Sales Navigator. If I look for someone specific, which I can do, I'm going to look for Simon. He's saved. And if I click Message, I'll see the message that I sent to Simon right here. And if I wanted to reply or send him another InMail, I can do that from here. When I do, if I want it copied to my CRM, I click the checkbox. I can send information straight to Salesforce while working here in Sales Navigator. My lists, right here. I have access to my leads lists. If I have account lists I can view them here. I haven't created any custom account lists yet, but I have the ability to create account lists and to view them here in Sales Navigator…
Contents
-
-
-
-
(Locked)
Sales Navigator for Salesforce2m 55s
-
(Locked)
View member profile info from LinkedIn2m 23s
-
(Locked)
View a company profile from LinkedIn2m 3s
-
(Locked)
View a new lead or contact profile1m 29s
-
(Locked)
Send InMail and messages from Salesforce2m 22s
-
(Locked)
Save a contact to Sales Navigator1m 29s
-
(Locked)
View Salesforce data in Sales Navigator1m 14s
-
(Locked)
-