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Edit Your Sales Assistant Settings

Quickly learn how to update your Sales Assistant settings to align recommendations with your sales goals.

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Over deze cursus

Quickly learn how to update your Sales Assistant settings to align recommendations with your sales goals. 

This quick walkthrough shows you how to adjust your product or service offering, account list, lead and messaging settings. You'll be able to: 

  • Access and navigate Sales Assistant settings in Sales Navigator. 
  • Edit your product or service, account list, and lead preferences. 
  • Understand how changes to your settings impact lead recommendations and messaging. 

Over deze cursus

Quickly learn how to update your Sales Assistant settings to align recommendations with your sales goals. 

This quick walkthrough shows you how to adjust your product or service offering, account list, lead and messaging settings. You'll be able to: 

  • Access and navigate Sales Assistant settings in Sales Navigator. 
  • Edit your product or service, account list, and lead preferences. 
  • Understand how changes to your settings impact lead recommendations and messaging. 
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