LinkedIn Sales Navigator & Outreach: FAQ

Purpose:

The purpose of this article is to provide information to Outreach Users regarding the LinkedIn Sales Navigator and Outreach integration. 

Intended Audience

• Outreach Users

LinkedIn Sales Navigator & Outreach FAQs:

Q: What kind of LinkedIn Sales Navigator License is needed to access Sales Navigator information in Outreach?
A: Sales Navigator Team or Enterprise license will have access to two LinkedIn Sales Navigator tiles (One for Sales Navigator Lead, and one for Sales Navigator Account) within the intelligence tile menu.

Q: Will the LinkedIn Sales Navigator tiles let the prospect know that I looked at their profile, even if I only view some of the information in Outreach?
A: No. The tile is only showing you the prospect information. You'll need to click on the tile to view the profile and trigger a notification to the prospect.

Q: Can I send my prospect an InMail from the tile?
A: Yes. If you click on the three dots on the right side of the tile, a dropdown menu will appear with the option to send an InMail. This will open LinkedIn in a separate tab.

Q: What happens if the tile doesn't find a lead or a company?
A: There is a back button next to the not found error message where you can search for the individual or the company

Q: What should I do if the LinkedIn Sales Navigator tile doesn't show the right Outreach prospect/account?
A: Click the three dots button on the tile and select "Not the right person" to go back and search for the correct match. 

Q: I can’t see any scrollbars, how do I move around inside the tile?
A: Each tabs and line item has arrows keys to move horizontally across the data in the tile

Q: I see the ability inside the tile to “save as a lead”.  Does that save it as a prospect in Outreach?
A: No, this saves it as a lead in Sales Navigator.