It seems like the playbook that I use for Sales Navigator is constantly changing. Here is the most up-to-date playbook that I recommend to new Sales Navigator users. As well as pros looking to get more out of the platform.

The 10-Step Framework for Maximizing Success with Sales Navigator. 

1. Upload Your Book of Business to import up to 1,000 accounts into LinkedIn at once
2. Find Leads and Saving Them to a Search and a List
   1. Top Filters for Beginners 
      1. Top Lead Search Filters
      2. Video on how to find leads in Sales Navigator 
   2. Advanced Lead Search Filters 
      1. Advanced Search for Leads and Accounts
   3. Save your leads to a search, so you can save time. 
      1. How to save lead searches in Sales Navigator 
      2. Top Saved Lead Searches Recommendations 
      3. How to save your best leads to a list to follow up with later
3. Find Accounts and Saving Them to a Search and a List  
   1. Top Filters for Beginners 
      1. Top Account Search Recommendations 
      2. Video on how to conduct account searches 
   2. Save them to a search 
      1. How to Conduct a Saved Search for Accounts 
      2. Top Saved Account Searches Recommendations
   3. How to save your best accounts to a list to follow up with later
4. Adds New Leads and Accounts into Your CRM with CRM Sync 
5. Start the Week on Monday by 
   1. Reviewing Lead Alerts 
   2. Reviewing Account Alerts 
6. Start the Week on Monday by
   1.  Review your Lead Lists and Saved Lead Searches 
      1. Add new leads to CRM
      2. Then add them to an Outreach Sequence or Salesloft Cadence
   2. Review your Account Lists and Saved Account Searches
      1. Add new accounts to your CRM
7. Gather Account Intelligence on your accounts
   1. Use Account Maps to Better Understand Your Way Into an Account
   2. Find a Referal Through a Teammate with TeamLink
8. Gather Lead Intelligence on your leads 
9. Leverage Smart Links in Your Outreach, to See Who Engages with Them
10. Message Your Leads with InMail 

Other Information That Might be Helpful

1. Keep Your Data Organized with CRM Sync and Data Validation
2. Stay on Top Of People Changing Roles and Companies with Champions List and Left Account Flags
3. Buyer Interest Alerts help you focus on warm prospects that are already in the market for your services
4. Here’s how Jennifer Urbanksi, a Key Account Manager at LinkedIn, Uses Sales Navigator to Sell
5. Here's how Maggie Fachini, a Key Account Manager at LinkedIn, Uses Sales Navigator to Sell