Adding team members to LinkedIn Sales Navigator can help increase productivity and collaboration within your sales organization. With a Sales Navigator team plan, you can add coworkers to your account so they can take advantage of Sales Navigator’s sales intelligence features and work together seamlessly.
Who can I add as a team member?
You can add coworkers at your company as team members in Sales Navigator. This includes other salespeople, account managers, sales operations professionals, sales leaders, and more. Your Sales Navigator admin will need to upgrade to a team plan in order to add members.
Team member roles
There are three different roles for team members in Sales Navigator:
- Admin – Has access to all Sales Navigator features and can manage team members
- Standard – Has access to all Sales Navigator features
- Lite – Has limited access to Sales Navigator features
Number of team members
The number of team members you can add depends on your Sales Navigator team plan. Here’s a breakdown:
| Plan | Number of Team Members |
|---|---|
| Professional | 5 |
| Business | 10 |
| Enterprise | 25 |
To add more members than your plan allows, you will need to upgrade to the next level.
How to add team members
Adding team members is easy – just follow these steps:
- Log in to your Sales Navigator account and go to “My Team” page
- Click on the “+ Add members” button
- Enter the member’s first and last name, work email address, and assign their user role
- Click “Send Invitation”
- The member will receive an email inviting them to activate their Sales Navigator membership
Once the member accepts their invitation, they will be added to your team and gain access to Sales Navigator.
Tips for adding team members
- Double check email addresses to avoid errors
- Notify members to expect the Sales Navigator invitation email
- Consider assigning “Lite” access to members who will use it infrequently
- Spread the word on your team about the value of Sales Navigator
Collaborating with your Sales Navigator team
Once your team is set up in Sales Navigator, there are useful ways you can work together:
Shared lead lists
Collaborate on lead lists focused on target accounts, regions, industries, or other criteria. Team members can add and edit the lists.
Shared notes and reminders
Leave notes, reminders, and @mentions for team members directly on lead and account profiles.
Team email tracking
When team members have shared access to inboxes, you can track emails together and see full history.
Cadence collaboration
Work together on cadence campaigns with shared templates, workflows, and lead lists.
Team selling insights
Gain visibility into team member’s sales activities, open opportunities, and closed deals.
Best practices for team selling with Sales Navigator
Follow these best practices to get the most value out of team selling with Sales Navigator:
- Designate a Sales Navigator admin to manage your team setup and permissions
- Train your team on how to use key Sales Navigator features
- Set up a regular sync cadence to discuss shared leads and opportunities
- Create a culture of sharing sales intelligence and insights with each other
- Use notes and @mentions to keep team members in the loop on accounts
- Review adoption and usage data to optimize your Sales Navigator plans
Sales Navigator’s benefits for teams
Here’s a recap of the valuable benefits your sales team can realize from LinkedIn Sales Navigator:
| Benefit | Description |
|---|---|
| Increased productivity | Sales Navigator gives every team member more sales intelligence to speed up sales cycles |
| Improved collaboration | Teams can work together seamlessly on accounts, leads, and opportunities |
| Greater visibility | Managers have transparency into team members’ pipelines and productivity |
| Optimized sales skills | Team members can learn from each other’s use of Sales Navigator |
Conclusion
Adding your sales team members to LinkedIn Sales Navigator takes just a few steps but can make a big difference for your sales organization. With a team plan, you can collaborate better, share more sales intelligence, and achieve greater productivity and results. The sales insights, shared lead lists, notes and reminders, and visibility into team member activities are all invaluable benefits of Sales Navigator for teams. Focus on adopting best practices, training your team to use key features, and encouraging collaboration to maximize the value. With the right setup and approach, your team can unlock LinkedIn Sales Navigator’s full potential.