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If you have a list of up to 1,000 accounts that you would like to find prospects at, you can use the "Upload Your Book of Business" feature to do it.

 

All you have to do is get a CSV of accounts from your CRM, and then you can upload it into Sales Navigator. This is great if you get a new territory, or want to add in a bunch of accounts at once.

 

Once you save the accounts, it will create an account list that you can add to your lead search. From there you can find new leads across your book of business, save them, and then reach out.

 

If you then save that search, you can see all the new people that joined companies in your book of business. I recommend looking at that search weekly.

 

Here's a Smart Link I created that explains everything that you need to know:

 

https://www.linkedin.com/smart-links/AQEEEw_Ump5uow/c45cb8c7-a97f-4038-960b-190eb812c994/p>

 

Has anyone else uploaded their book of business to Sales Navigator? If so, let me know how it went.

 

Don't forget to run a match rate report after you've uploaded your csv in order to -

 

  1. understanding which accounts were matched with high confidence
  2. view the Match Confidence Scores of each match
  3. learn which accounts failed to match.

This is awesome advice, thanks for sharing. Got a question about this from a BDR in the past!

Thanks for sharing, indeed the CSV sometimes won't match straight. Had the experience before ^^

Hello @Lionel L​ . I've never done it before, so didn't know about the CSV accuracy challenge. Definitely been asked about it before.

***UPDATE***
 

Hi all,

I’m delighted to share that both Advanced and Advanced Plus license holders can upload their book of business in the ‘My Current Account’ List on the Sales Navigator Homepage.

For more details, check out this post on the ⚡️ New Sales Navigator Features Q4 2022: My Current Accounts List.​

Thank you and let us know if you have any questions,
Eva C. 

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