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📺 Now Available: Share Account Searches with Your Team

  • June 30, 2026
  • 2 replies
  • 107 views

Kelly_Program Manager
Community Champion
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Account Search

We’re thrilled that one of our most-requested features is now live: Share Account Searches in Sales Navigator!

 

👉 Click here to watch this short tutorial to see how it works:

 

 

What is it?

 

You can now build targeted Account searches using your preferred filters and share them directly with your teammates inside Sales Navigator.

No more rebuilding searches from scratch or trying to explain your filter combinations each time!

 

Why it’s valuable:

 

✅ Stay aligned - Everyone on your team can work from the same Account list

✅ Collaborate faster - Share your research in seconds, not hours

✅ Maintain consistency - Ensure the whole team is targeting the right accounts

✅ Onboarding efficiently - New team members can instantly access proven search strategies

✅ Save time - Stop recreating the same searches over and over

 

Account search > Add Filters > Share search

 

How to share an Account search:

  1. Go to Account Search in Sales Navigator

  2. Apply your desired filters (industry, company size, geography, etc.)

  3. Click the “Share search” button at the bottom-left of the filters panel

  4. In the dialog that appears, select one or multiple recipients from your team

  5. Add a personal note to provide context (optional, but recommended)

  6. Click “Done”

Share search > Dialog window

Result: Your teammates will receive an alert with your Account Search pre-populated with all of your filters so they can start working the list immediately.

 

Real-World scenarios:

 

📊 SDR Manager to Team: “Here’s our target account list for Q3. Focus on these 150 mid-market SaaS companies in the Northeast.”

🎯 Account Executive to SDR: “These 20 enterprise accounts match our ideal customer profile perfectly, let’s coordinate outreach.”

🚀 Sales Leader to Region: “This is our expansion territory list: all accounts with 500+ employees in financial services.”

👥 Onboarding“Welcome to the team! Here are our three core account search templates to get you started.”

 

Pro tips for maximum impact:

  • Save before sharing - Save your search first, then share it. This creates a reusable template your team can access anytime.

  • Add context in your note - Explain why you’re sharing this search and what action you want teammates to take.

  • eCombine with Lead Search sharing - Don’t forget you can also share Lead Searches! Use both to create complete territory plans.

  • Share saved searches - You can also share previously saved searches by clicking “Saved searches” at the top of the homepage and clicking the share button on the right panel that pops out.

 

Questions? Learn more:

 

How are you using saved lists? Have they saved you time, helped you collaborate more efficiently, or created opportunities? Share your use cases and thoughts below.

2 replies

Sinchu Raju
Community Champion
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  • Community Champion
  • June 30, 2026

This is a fantastic update ​@Kelly_Program Manager! Sharing Account Searches will make team collaboration much more efficient, especially for territory planning, onboarding, and maintaining consistent targeting. Looking forward to using this feature with my team. 


Francesca_Community Manager
Community Champion
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@Sinchu Raju Yessss and it’s great to be able to see something that so many users asked! ✨