Using an Account List in Sales Navigator helps you target leads from specific companies.
This method ensures your outreach focuses on high-potential prospects in the right companies, maximizing your lead rates.
Follow these simple steps to create and use an Account List in your lead searches.
Step-by-Step Guide to Using an Account List in Sales Navigator:
Step 1: Perform a Company Search
Open Sales Navigator and go to the Account Search tab.
Use filters such as Industry, Company Headcount, or Location to narrow your search.
Click Search to view matching companies.
Step 2: Save Companies to an Account List
You can select the companies you want to target by checking the boxes next to their names.
Click Save to Account List, then choose an existing list or create a new one.
Step 3: Exclude the Account List and Save the Search
Once your list is saved, return to the Account Search page.
Exclude any companies you’ve already saved using the Exclude from Lists filter. This ensures that companies you have already reviewed are excluded from the search.
Click Save Search to track new companies that match your filters in the future.
Make sure to rename it a relevant name that you'll remember.
Step 4: Use Your Account List in the Criteria for a Lead Search
Switch to the Lead Search tab in Sales Navigator.
Use the Account List filter and select your saved list.
All of the prospects in the search will currently work for the companies in your Account List, optimizing the results.
Apply any additional filters (e.g., job titles, seniority, or location) to narrow down your leads.
Step 5: Save Your Lead Search
Once your search is complete, click Save Search and name it.
Add the search to your campaign.
🚨 Note that Saves Searches can only be imported by the LinkedIn Account that owns the search.
Step 6: Auto Update your Search
You add new companies to your account list to update your search automatically.
You can then refresh the search in Outreachly, automatically importing the new prospects into your campaign.
Read more about how to auto-refresh searches in this guide.
🚀 Success! You’ve now mastered creating, using, and saving Account Lists for lead searches in Sales Navigator - helping you find high-quality leads faster.
Frequently Asked Questions:
Q: Can I edit an account list later?
A: Yes, go to the Account Lists section in Sales Navigator to add or remove companies.
Q: Will my saved search update automatically?
A: Yes, Sales Navigator updates saved searches with new matching leads regularly and you can also refresh the search directly within Outreachly.