Sales Navigator offers a robust search feature that helps you find leads and accounts using various filters. The collapsible two-paneled search view, intuitive grouping of filters, and live updating of results enhance the search experience, making it faster to find relevant leads and accounts.
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To search for leads or accounts in Sales Navigator:
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Sign in to Sales Navigator.
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On the Sales Navigator homepage, click Lead filters or Account filters, or enter specific leads or accounts into the search bar box and press Enter.
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Select additional filter suggestions that are provided under some of the filters to help you refine your lead and account search results. The suggestions are limited to the following filters:
- Lead search filter suggestions - Current company, Geography, Seniority level, and Function.
- Account search filter suggestions - Headquarters location, Industry, and Company headcount. As you add filters, the search results on the right side of the page are refreshed with results that match the filters.
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Click the Include or Exclude options to refine the results for that specific filter.
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Click the
Pin icon to maintain your specific search criteria for future searches. Unpin filters as needed to revert to the default selections. -
Click Save beside the lead or account you want to retain in your custom list. You’ll receive weekly updates as new leads or accounts match the selected criteria.
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Optional: Click Share search in the lower-right corner of the page to share your search results with your colleagues for collaboration.
