There is a section under the hood of your LinkedIn Sales Navigator account called Administrator Settings. This is where you do everything to upgrade your plan, cancel your plan, and connect your payment information to your company’s Customer Relationship Management (CRM) system. Here, you discover the most important settings to ensure that the sales navigator continues to run smoothly for you.
Access Sales Navigator Admin Settings
The Administration Settings page is where all trailing sales navigator settings and preferences are set and edited. To access the Admin Settings page, hover your mouse pointer over the Admin link in the main navigation bar at the top of your screen and select Admin Settings from the drop-down menu.
Once you are on the Admin Settings page, you will see a menu of options on the left side of the page. You can access this information and settings from this page:
Type of account
Billing Information
CRM Settings
InMail and Messaging
Teamlink
Pointdrive
Seat transfer
View sales navigator account type and billing information
The Account Type and Billing Information section of the Admin Settings page is where you go when you want to know more about the features offered by your specific Sales Navigator plan (business, team, or enterprise). Clicking “Learn about your sales navigator features” under the account type takes you to the page shown below. If you are thinking about upgrading to a professional- or team-level plan, this is a convenient place where you can see additional features that you are using by upgrading. There is also an account type section where you can cancel your subscription.
The Billing Information section below the account type is where you can view your billing history and edit or delete your credit card information. It is good to keep an eye on your billing history (at least occasionally) to keep track of when your subscription is renewed and how much you are spending on the service.
Connect the Sales Navigator to your company’s CRM system
Chances are, your company has a customer relationship management (CRM) system. Sales Navigator integrates with some of the more popular systems – Salesforce, Microsoft Dynamics, and HubSpot – that match people’s and company records with leads and account profiles and automatically place them in a user’s saved or suggested lead pages Import.
This feature is helpful because you and your team do not have to reinforce the wheel and spend a lot of time transferring accounts from your CRM to the Sales Navigator or searching for leads and accounts in person.
Manage access to InMail and messaging
Sales Navigator allows you to send a set number of InMails per month (the number depends on your membership level), so you want to manage your team’s ability to send InMails. In addition, if you want to limit the messaging capabilities of other members on your dashboard, the Inmail and Messaging section on the Admin Settings page is the place to do so.
Another setting in this section is the ability to turn on and off a disclosure message that is added at the bottom of every message sent from your team account to the recipient from receiving any more messages from you or your other memberships. Gives option to terminate. company account. This image shows you an example of such a message.
When you can turn this disclosure setting on and off, skip this setting, as it shows the recipient that you are not interested in spamming. Chances are, not every recipient will unsubscribe, but it is good to have the option. LinkedIn is serious about keeping the network free of spam – and massive sales.
Enable TeamLink in Sales Navigator
The TeamLink facility is available in team- or enterprise-level sales navigator plans, full of properties. To refresh your memory (or give you a brief introduction if you are one of those readers who want to start at the end of a book and work backwards), TeamLink looks at each other and discovers For your sales navigator account people have the ability to relate. This is a great way to expand your network and lead pool and leads to boot.
In the TeamLink section of the Admin Settings page, you can turn the TeamLink feature on or off. Needless to say, it is recommended that you leave this setting! After all, you’re on Sales Navigator (and LinkedIn in general) to grow your network, so why wouldn’t you take advantage of this option?
Activate new users in Sales Navigator
When you need to add a new user to your Sales Navigator account, this is easy to do via email from the Seat Management screen. To access seat management, click the Admin link in the main navigation bar at the top of your screen, and then select Seat Management from the drop-down menu. The Sales Navigator Seat Management Dashboard opens.
