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.
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.
If you have less than 15 accounts:
For shorter account lists or if you prefer to manually add accounts of interest, then 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. 