LinkedIn Sales Navigator is a powerful sales tool that allows sales professionals to find new prospects, engage with key decision makers, and close more deals. As a subscription-based add-on to your LinkedIn account, Sales Navigator provides advanced searching, lead recommendations, conversation starters, and other sales enablement features.
Sometimes, you may need to update or change aspects of your Sales Navigator configuration. For example, you might want to upgrade to a higher subscription tier with more features, add additional seats for your team, or change the admin on your Sales Navigator account. Fortunately, making these changes is straightforward within your LinkedIn account settings.
In this comprehensive guide, we’ll cover everything you need to know about modifying your LinkedIn Sales Navigator configuration, including:
- Upgrading or downgrading your Sales Navigator plan
- Adding or removing seats
- Changing the admin user
- Cancelling your Sales Navigator subscription
- Troubleshooting problems
Whether you want to add more firepower to your sales team or scale back on an underutilized subscription, this guide will walk you through the step-by-step process of altering your Sales Navigator setup.
Upgrading or Downgrading Your Sales Navigator Plan
One of the most common changes to Sales Navigator is upgrading or downgrading between subscription tiers. LinkedIn offers several Sales Navigator plans, with higher-priced tiers including perks like more InMail messages, broader search filters, expanded team management tools, and more profile views.
Here are the steps to change between Sales Navigator plans:
- Log in to your LinkedIn account and navigate to the Me tab > Settings & Privacy.
- Under the Accounts tab, click Manage next to Sales Navigator.
- On the next page, click Change next to Your Plan.
- You will now see a list of available Sales Navigator subscriptions. Select the plan you want to upgrade or downgrade to.
- Confirm the new plan details including price, features, and number of seats. Then click Subscribe to confirm the change.
- Your new Sales Navigator plan will take effect at the start of your next billing cycle. You can continue using your current plan features until then.
Upgrading your plan is instant – you can start enjoying new features immediately after upgrading.
When downgrading to a lower tier, you may lose access to some advanced functionality right away. However, you can continue using your current plan until the next billing date.
If you want to downgrade mid-cycle, you will be refunded for the unused portion of your current billing period.
Adding or Removing Sales Navigator Seats
Sales Navigator is designed for sales teams, so your subscription includes a set number of “seats” – individual Sales Navigator accounts for each teammate.
Here’s how to add seats to your Sales Navigator plan:
- From the Accounts tab, click Manage next to Sales Navigator.
- Click Add next to the Seats section.
- Enter the number of seats you want to add. Additional seats are prorated at your regular monthly rate.
- Click Add to finalize the seat increase. New seats are available immediately.
To remove seats, follow the same process but use the “Remove” button instead. You can eliminate unused seats at any time.
When adding team members, you will need to assign each seat to an individual user. Team management options vary by Sales Navigator plan tier.
Here’s an overview:
- Business Premium: Admin can directly add teammates.
- Enterprise: Admin can delegate seat assignments.
- Enterprise Plus: Self-service portal for teammates to claim open seats.
Consult your specific plan details to see available team management capabilities. Also reach out to LinkedIn’s customer support if you need assistance updating seats or assigning new users.
Changing the Sales Navigator Admin
The Sales Navigator admin controls your account settings, payments, and team member management. In some cases, such as an employee departure, you may need to switch the admin user.
Here are the steps to change your Sales Navigator admin:
- Have the current admin navigate to the Accounts tab in their profile Settings & Privacy.
- Click Manage next to Sales Navigator.
- Select Switch Admin on the right side of the page.
- Enter the LinkedIn username of the new admin user.
- Confirm the switch. The new admin will receive an email notification.
The new admin should now have full control over your Sales Navigator portal, including adding users, changing subscriptions, and making payments.
You can also use the Switch Admin process to take over admin privileges if the current admin is unavailable. Simply submit a LinkedIn support ticket to request the transfer to your account.
Cancelling Your LinkedIn Sales Navigator Subscription
If you decide Sales Navigator is no longer providing value for your sales organization, you can cancel your subscription directly from the LinkedIn website:
- Go to your account Settings & Privacy and click Manage next to Sales Navigator.
- Click Cancel Subscription.
- Select a reason for cancelling when prompted.
- Confirm cancellation on the next page.
Your Sales Navigator access will continue until the end of your current billing period. At that point, your subscription will be cancelled and seats eliminated.
Downgrading vs. cancelling: Downgrading your Sales Navigator plan allows you to retain access with fewer features. Full cancellation removes Sales Navigator capabilities entirely at the next billing cycle.
Troubleshooting LinkedIn Sales Navigator Issues
In some cases, you may encounter issues when attempting to modify your Sales Navigator configuration:
- Upgrade option not showing – Double check your plan is eligible. You can only upgrade from Business to Enterprise levels.
- Error adding seats – Contact LinkedIn support if you see an error when trying to add seats.
- Lost admin access – Use the Switch Admin option to regain control or contact LinkedIn.
- Cancellation not processed – Rarely, a cancellation may fail to process properly. Contact support if you notice this.
For any stubborn Sales Navigator problems, reach out to LinkedIn’s customer support team:
- Visit LinkedIn’s Sales Navigator Support Page
- Start a live chat from the LinkedIn Help Center
- Call 855-502-5668
The LinkedIn support team can also assist with general Sales Navigator account management if needed.
Conclusion
Optimizing your LinkedIn Sales Navigator configuration with the right plan, number of seats, and admin access ensures your team gets the most value from this sales tool.
With the steps in this guide, you can:
- Upgrade to unlock more Sales Navigator capabilities
- Add or remove seats to align with your team size
- Change the account admin when necessary
- Cancel Sales Navigator when no longer needed
Minor adjustments or major changes – modifying your Sales Navigator setup is simple within the LinkedIn account settings. Just follow the instructions in this article to make sure your configuration aligns with your latest sales needs.
Now go crush your sales goals with the power of Sales Navigator!