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How Can I Automate the Creation of Lead and Account Lists?

Best Practices

NavLead simplifies the automation of lead and account list creation through integration with LinkedIn Sales Navigator. Here’s a concise guide:

  1. Integrate with Sales Navigator: Connect your NavLead account to Sales Navigator for easy access to your saved searches.
  2. Define Your Target Audience: Use advanced filters to specify criteria such as industry, location, seniority level, and company size.
  3. Set Up Automated Exports: Create export templates that include essential fields and schedule recurring exports (daily, weekly, or monthly) to keep your data current.
  4. Receive Notifications: Enable notifications to stay updated on completed exports.
  5. Utilize Lists for Outreach: Use your automated lists for targeted outreach, ensuring your messaging is personalized for better engagement.

By automating this process, you can save time and enhance your prospecting efficiency with up-to-date lead information.

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