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How To Save a Lead Search on Sales Navigator

How To Save a Lead Search on Sales Navigator

Do you use LinkedIn to generate new leads and connect with like-minded people? If you haven’t got it already, upgrading to “Sales Navigator” will enable you to create highly targeted searches. This effective tool offers a robust set of filters. These narrow down your search and help you to reach your ideal prospects. These specific filters include keywords, geography, title, industry, relationship (how closely you’re connected) and much more. Once you’ve filtered your searches you’ll want to save your lead search on Sales Navigator. It’ll save you countless hours researching for the same results.

When you’re creating a search, LinkedIn gives you the opportunity to save it. This means you have prompt access to your lead searches at all times. Rather than having to type in the filters over and over again. You can also have multiple saved searches and categorise them to your tailored search. Once you’ve saved a search on Sales Navigator, LinkedIn will send you email alerts when new leads match your saved search criteria. So, how do you save a Lead Search on LinkedIn? 

Saving a Lead Search on Sales Navigator

  • Sign in to your Sales Navigator account. 
  • Search for leads using the “search bar” or “All filters search”.
  • Click “Save search” in the top right corner of the search results page. 
  • Give your saved search a name that suits the criteria. 
  • Then click “Save search”. 

Note: You will also see an “Alert” dropdown option, which is where you select how often you want to receive email alerts for new search results. You’ll be given the choice to receive them daily, weekly, monthly or never. 

As you can see, LinkedIn Sales Navigator makes it easier than ever to create a Lead Search and save it for the future. To ensure you’re using Sales Navigator search to its fullest extent, here are a few extra tips to keep in mind…

  • You can save up to 15 lead searches and 15 account searches in Sales Navigator. 
  • If you need to edit your saved search, go to “Saved searches” in the top right corner of the page. Under Saved lead/account searches, click the “Edit” option that appears.
  • If you want to save a search based on one that you’ve already created, you need to go to that search and update the filters appropriately. When you’re ready to save it, you’ll be asked to provide another saved search title and it won’t alter the previously saved search.
  • You can “Exclude” or “Remove” a term under a filter. If you choose to exclude a term, it will appear in red, while the selected ones will appear in blue. The red items are then excluded from the filters.

Sales Navigator is easy to use and has a lot of benefits when it comes to finding prospects and generating leads. Whether you’ve got Sales Navigator already or not, it’s important that you’re up to speed on how to properly utilise it as an effective tool. Saving Lead Searches could make all the difference when it comes to finding your next client!

Amy Spooner

Amy Spooner

Senior Copywriter with an unhealthy obsession for dogs
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