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Hi, everyone!

 

Hope you're having a great week. Today, I want to share some additional details and tips on the one of the latest Sales Navigator features update: Contract Creation.

 

Users will be able to create a Contact record in CRM directly from a Sales Navigator Lead Page or Lead List. This new functionality is aimed at streamlining the activities between Sales Navigator and CRM.

 

Here's how users can further benefit from leveraging from Contact Creation:

 

Contact Creation for Salesforce

 

 

Contact Creation for Microsoft Dynamics

Important notes:

  1. Admins need to make sure they're on an Enterprise contract and have CRM Sync enabled with their CRM
  2. Admins need to activate the Contact Creation ability in their Admin Settings

 

contact creation

 

To read through the Admins instructions and technical documentation that will help you set up Contact Creation, visit this Help Center article if you have Salesforce as your CRM and this one if you have Dynamics 365 as your CRM.

Please share with us what you think of this new feature and, as always, if you have additional ideas for any product improvement, please submit them via the Community's Ideas page, which you can find on the Community's top navigation bar. 

 

Thank you,

Nádia

I keep refreshing sales nav to see if I get it :P

I'm sure you're close to getting it! 😊

***UPDATE***

Hi all,

 

In the past year, we’ve seen our customers’ needs — and their use of Sales Navigator — rapidly evolve. Sales Navigator has become increasingly essential as the world moves online and sellers seek more effective ways to connect to the right buyers virtually.

 

If you haven't heard, we have a new Sales Navigator experience coming soon in January 2022:

 

We encourage you to familiarize yourself with the (new) features of each plan at the links above or watch the recording of the new Sales Navigator lineup experience.

 

In addition, I want to call out that Contact Creation (via CRM Sync) will be available for only the Advanced Plus plan beginning in January 2022.

 

Thank you and please let us know if you have any questions,

Eva C.

***UPDATE***

Hi all,

 

Per the latest Q1 2022 product update, Admins now have the capability to choose which Sales Navigator fields they want to map to in their CRM. Take a look at this post for more details on the CRM Custom Field Mapping feature.

 

Let me know if you have any questions. Thank you,

Eva C.

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