--- title: Uploading & Using Account/Lead Lists, & Designating your 'Book of Business' description: This article explains how to upload and use Account/Lead lists in Sales Navigator. --- ![company logo](https://info.claim-doc.com/hs-fs/hubfs/logo-2021.png?height=120&name=logo-2021.png) [ClaimDOC Knowledge Base](https://info.claim-doc.com/knowledge) - [Go to claim-doc.com](https://claim-doc.com) LinkedIn Sales Navigator - [HubSpot](https://info.claim-doc.com/knowledge/hubspot) - [Get Started](https://info.claim-doc.com/knowledge/hubspot#get-started) - [CRM](https://info.claim-doc.com/knowledge/hubspot#crm) - [Sales](https://info.claim-doc.com/knowledge/hubspot#sales) - [Email/Sequences](https://info.claim-doc.com/knowledge/hubspot#email-sequences) - [Deals](https://info.claim-doc.com/knowledge/hubspot#deals) - [Sales Tools](https://info.claim-doc.com/knowledge/sales-tools) - [LinkedIn Sales Navigator](https://info.claim-doc.com/knowledge/sales-tools#linkedin-sales-navigator) - [BenefitFlow](https://info.claim-doc.com/knowledge/sales-tools#benefitflow) [Back to home](https://info.claim-doc.com/knowledge) 1. [ClaimDOC Knowledge Base](https://info.claim-doc.com/knowledge) 2. [Sales Tools](https://info.claim-doc.com/knowledge/sales-tools) 3. LinkedIn Sales Navigator - [HubSpot](https://info.claim-doc.com/knowledge/hubspot) - [Get Started](https://info.claim-doc.com/knowledge/hubspot#get-started) - [CRM](https://info.claim-doc.com/knowledge/hubspot#crm) - [Sales](https://info.claim-doc.com/knowledge/hubspot#sales) - [Email/Sequences](https://info.claim-doc.com/knowledge/hubspot#email-sequences) - [Deals](https://info.claim-doc.com/knowledge/hubspot#deals) - [Sales Tools](https://info.claim-doc.com/knowledge/sales-tools) - [LinkedIn Sales Navigator](https://info.claim-doc.com/knowledge/sales-tools#linkedin-sales-navigator) - [BenefitFlow](https://info.claim-doc.com/knowledge/sales-tools#benefitflow) # Uploading & Using Account/Lead Lists, & Designating your 'Book of Business' ## This article explains how to upload and use Account/Lead lists in Sales Navigator. Telling Sales Navigator which accounts you are focused on supercharges the platform. By uploading Account/Lead lists to Sales Navigator, it informs LinkedIn to drive recommendations and insights ***based on what you upload***.  LinkedIn recommends uploading ***every single person or account you've ever worked with*** into a list in LinkedIn Sales Navigator. In fact, people who save at least **25 accounts** to Sales Navigator engage with **5x more alerts** and connect with **10x more recommended leads**, compared to those that do not. The '**Book of business**' section on the Sales Navigator homepage is where you designate an account list as your key account list.  ![Screenshot 2023-08-28 at 10.27.37 AM](https://info.claim-doc.com/hs-fs/hubfs/Screenshot%202023-08-28%20at%2010.27.37%20AM.png?width=688&height=186&name=Screenshot%202023-08-28%20at%2010.27.37%20AM.png) ### Upload an Account/Lead list #### If you have more than 15 accounts: Upload your accounts via CSV file if you have more than 15 accounts. You can do this by selecting the drop-down within the '**Book of Business**' section on the homepage, then selecting **Upload account lists**. Or, you may also click the **Accounts** tab at the top, and use the **My Current Accounts** button or **+ Add accounts** button to upload.  You can access the [CSV template here](https://info.claim-doc.com/hubfs/sn_csv_upload_upload_template%20(1).csv).  ![](https://info.claim-doc.com/hs-fs/hubfs/image-png-Nov-21-2025-03-48-22-4693-PM.png?width=593&height=441&name=image-png-Nov-21-2025-03-48-22-4693-PM.png) ![Screenshot 2023-08-28 at 10.34.22 AM](https://info.claim-doc.com/hs-fs/hubfs/Screenshot%202023-08-28%20at%2010.34.22%20AM.png?width=688&height=264&name=Screenshot%202023-08-28%20at%2010.34.22%20AM.png) #### If you have fewer than 15 accounts: For shorter account lists or if you prefer to manually add accounts of interest, search for the account, select the save button and then **+ Create new list** or **use an existing one**. Once the list is created, from the homepage select the list as your **Book of business**.  ![Screenshot 2023-08-28 at 10.23.41 AM](https://info.claim-doc.com/hs-fs/hubfs/Screenshot%202023-08-28%20at%2010.23.41%20AM.png?width=688&height=489&name=Screenshot%202023-08-28%20at%2010.23.41%20AM.png) claim-doc.com Knowledge Base - [Go to claim-doc.com](https://claim-doc.com)