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Get Ready for Sales Assistant

As a Sales Navigator user, prepare for Sales Assistant by completing the key setup steps here.

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Sales Navigator’s AI-powered Sales Assistant simplifies prospecting by surfacing pre-qualified leads, revealing the best paths to connect, and generating personalized outreach—helping you book more meetings and close deals faster.

Set yourself up for success with Sales Assistant by starting with these key setup actions. Already have these done? Great! You're well on. your way to unlocking Sales Assistant.

Manage Products and Services as a User
This video shows how to add your own products and services to unlock smarter research and AI-powered recommendations tailored to what you sell. Making your outreach more impactful with personalized insights and messaging in Sales Navigator.
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2 min
Verkoopprofessionals Video < 5 min sco _ maximize team productivity Relaties opbouwen en communiceren jtbd _ drive prospective/current accounts/leads to new sales jtbd _ understand the buying needs of my current/prospective accounts/leads jtbd _ build and maintain relationships jtbd _ find leads and accounts that match my target profile bp _ find warm paths in bp _ find the right buyers bp _ focus on top accounts sco _ renew exisiting customers sco _ expand exisiting customers sco _ acquire new customers bp _ discover customer insights English Sales Navigator Auto-registration content lake
Supercharge Sales Navigator with Your Book of Business
Discover how to upload your book of business manually or via csv to a Sales Navigator account list and receive actionable insights and signals.
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3 min
Verkoopprofessionals Video < 5 min sco _ maximize team productivity jtbd _ feel fulfilled in my role Mijn team coachen en motiveren jtbd _ find leads and accounts that match my target profile bp _ upload your book of business sco _ acquire new customers Leads en accounts vinden English Sales Navigator Auto-registration content lake Actioned Learner al_find
Quickly Identify and Prioritize Leads with Personas
Learn how to use Personas to easily identify and quickly prioritize Leads that match your unique target customer profiles.
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4 min
Verkoopprofessionals Video < 5 min sco _ maximize team productivity jtbd _ enable sales productivity to help team reach their target quota Mijn team coachen en motiveren Leads en accounts begrijpen jtbd _ find leads and accounts that match my target profile bp _ multi-thread bp _ find warm paths in bp _ find the right buyers sco _ expand exisiting customers sco _ acquire new customers Leads en accounts vinden English Sales Navigator Auto-registration content lake Actioned Learner al_find
Learn More About Setup Actions through Help Center
For more in-depth setup instructions, refer to the Help Center articles.
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5 min
English
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