4. LinkedIn Sales Navigator setup

Go to the Sales navigator licenses board:

https://leadpipeline.monday.com/boards/6654444347⁠

⁠

When ordering LinkedIn Sales Navigator do the following: Before receiving the link

Enter in the details about the LinkedIn account including Name: Enter in name of LinkedIn account Email: Enter in LinkedIn Email Address Account Type: Enter in NEW if Account has never had Linkedin Sales Navigator Enter in OLD if Account has had LinkedIn Sales Navigator before Tip: Check with team in Newson Office to verify if it is NEW OR OLD Company Name: Enter in Client’s Company Name Activation Status: Enter in Waiting for Link Date Activated: Leave Blank for now Activation Link: Leave Blank for now Waiting For: Assign “Abu” so he’s notified to provide you the LinkedIn Sales Navigator Link

When ordering LinkedIn Sales Navigator do the following: After receiving the link

Do the steps below

Update the Sales Navigator licenses page: Status to “Active” - also add the Date it was “activated”

If it is for a Clients LinkedIn Account follow the process below

Send the message below (MAKE SURE TO ADD THE LINK TO THE MESSAGE BELOW!!)

LinkedIn Sales Navigator Activation

@tagtheclient hey , please follow the steps below to add LinkedIn Sales Navigator on your account.

Step 1: Login to your LinkedIn Account

Step 2: Click on the link below and click "Yes"

{insert the link here]

Step 3: Click next & Save some Profiles of People (It will ask you to do this). It can be just 1 or 2, it doesn't matter who you select.

Step 4: Click next and keep clicking next until you see the "Lead Filters & Account Filters at the top of your screen"

Step 5: Notify us here when you have successfully completed this so we know it's all done.

This will mean you have successfully activated the LinkedIn Sales Navigator on your LinkedIn Account !

If it is for a AI SALES REP follow the process below

Login to Go Login Search for the LinkedIn Account Login to the LinkedIn Account Copy in the LinkedIn Sales Navigator URL link into the browser Follow the Activation Steps

Step 1: Login to the LinkedIn Account

Step 2: Click on the link below and click "Yes"

Step 3: Click next & Save some Profiles of People (It will ask you to do this). It can be just 1 or 2, it doesn't matter who you select.

Step 4: Click next and keep clicking next until you see the "Lead Filters & Account Filters at the top of your screen"

Step 5: Log out of the LinkedIn Account and Close the Browser in Go Login

This will mean you have successfully activated the LinkedIn Sales Navigator on your LinkedIn Account !

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