The purpose of this article is to provide information to Outreach Users regarding the LinkedIn Sales Navigator and Outreach integration.
- 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: A Sales Navigator Advanced or Advanced Plus license is required.
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 tab 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.