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🚀 Set Up Sales Assistant

To get started, open Sales Assistant and set up your preferences to customize it to your specific needs. You can change any of the preferences you select from your Sales Assistant settings later.

Get relevant leads, daily:

Sales Assistant delivers pre-screened leads to uncover all the right people in the buying group. As you review and mark leads as a good fit or not a fit, Sales Assistant will take note of your lead preferences.

Determine the best path in and draft personalized outreach:

Sales Assistant will recommend either asking someone in your network for a warm intro or sending a direct message. Sales Assistant then helps you draft a personalized message.

Optimize Sales Assistant for my needs:

Adjust your settings for further refinement or as your needs change. You can also learn best practices for using Sales Assistant.

[Admins only] Manage admin settings for Sales Assistant and related features:

As an admin, you can turn Sales Assistant and other AI-assisted features on or off for all users on your account. Keep in mind that Lead IQ, Message Assist, and messaging preferences will be automatically turned on if Sales Assistant is enabled, as these features are required to power the Sales Assistant experience.

Earn a certificate:

Discover how Sales Navigator uses the power of Microsoft, OpenAI, and LinkedIn data to support your sales journey, helping you connect, build relationships, and move deals forward with greater insight and efficiency.

👥 Join the Discussion with Community Peers

Exchange Sales Assistant best practices with other sellers and Admins and get insights from industry thought leaders and product experts.

🗓️ Attend an Event to Learn More

Register for upcoming events hosted by Sales Assistant experts, including live demos and Q&A sessions.

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