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ClaimDOC Knowledge Base

Sales Tools

Sales Tools

This category covers the Sales Tools we use: BenefitFlow, LinkedIn Sales Navigator, etc.

LinkedIn Sales Navigator

Save Lead & Account Searches (& filter combinations to try)

LinkedIn Sales Navigator: How to Use & Best Practices

Uploading & Using Account/Lead Lists, & Designating your 'Book of Business'

Using Newsfeed/Email Alerts to Take Action

Creating & Sharing Smart Links

Sending InMail Messages

Exclude certain criteria in searches using Boolean Search

See more

BenefitFlow

BenefitFlow: How to Use & Best Practices