How to Activate LinkedIn Sales Navigator Accounts
Robert Koehler
LinkedIn Sales Solutions Consultant
rkoehler@linkedin.com...
LinkedIn Sales Navigator
Purchaser Admin
Current LinkedIn member
Current LinkedIn member
Not a LinkedIn member
Current Lin...
caryabergivener@gmail.com
jeffmirin@gmail.com
czentalia@outlook.com
sfomarington@gmail.com
Start by gathering everyone’s e...
LinkedIn Primary Email Address
Ask your users to set their company email address as the primary email
address on their own...
To start activating accounts, log into your
LinkedIn account and select Manage Team
Accounts.
Purchaser
Admin
Select the type of account you want to grant.
Choose Team member for LinkedIn Sales
Navigator access.
1
2
1
2
Purchaser
Ad...
Enter email addresses separated by commas
or returns.
Click Grant Accounts.
3
4
4
3
Purchaser
Admin
Notice that these users are already LinkedIn
members. You can tell because their member
information appears.
Purchaser
Adm...
LinkedIn member information doesn’t appear for
this user. Either she hasn’t yet added this email
to her profile or she is ...
The Status Breakdown chart in the upper right
corner will make it easy to track how many users
have accepted your invitati...
This invitee is a LinkedIn member and receives
an email to activate her account.
Current
LinkedIn
member
If she logs into LinkedIn before activating via
email she’ll see a banner alert. Clicking this link
will also activate her...
She’ll then see this screen to confirm her
activation.
Current
LinkedIn
member
LinkedIn member information doesn’t appear for
this user. First, let’s see how she would activate if
this email hasn’t bee...
She’ll get the same email invitation, but it will require
her to log in to her current LinkedIn profile. This will
automat...
Now let’s see how she would activate if she’s not
a LinkedIn member yet.
Purchaser
Admin
She’ll get the same email invitation, but this time since
she’s not a LinkedIn member yet, she’ll need to sign
up for an a...
Let’s see what happens when she receives the
email invitation and clicks Activate Your
Account.
Not a
LinkedIn
member
She’ll be prompted to set up a new LinkedIn
account.
Not a
LinkedIn
member
Once she’s got a member profile started, she can
confirm that she activated successfully from her
Accounts & Settings menu...
In rare cases, an invitee may already be a
LinkedIn Sales Navigator user.
Purchaser
Admin
An invitee who’s already a LinkedIn Sales
Navigator user will see this message that he just
needs to confirm.
Current
Link...
From the Status Breakdown chart, you can see
there’s still one invitee who hasn’t accepted. You
can send him a reminder.
P...
Click Pending to automatically select all invitees
who haven’t accepted yet.
Purchaser
Admin
From the Actions menu, select Resend
Invitation.
Purchaser
Admin
The invitee will receive another invitation.
Current
LinkedIn
member
Once all your invitees have accepted, your Status
Breakdown will show 100% accepted.
• Continue to access the Manage Team ...
Learn more:
http://training.linkedin.com/sales/
©2013 LinkedIn Corporation. All Rights Reserved.
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Activation tutorial for LinkedIn Sales Navigator administrators

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Activation tutorial for LinkedIn Sales Navigator administrators

  1. 1. How to Activate LinkedIn Sales Navigator Accounts Robert Koehler LinkedIn Sales Solutions Consultant rkoehler@linkedin.com ©2013 LinkedIn Corporation. All Rights Reserved.
  2. 2. LinkedIn Sales Navigator Purchaser Admin Current LinkedIn member Current LinkedIn member Not a LinkedIn member Current LinkedIn member and Sales Navigator user If you’re a LinkedIn Sales Navigator Purchaser Admin, your primary job is to activate accounts for your team. This tutorial will show you how.
  3. 3. caryabergivener@gmail.com jeffmirin@gmail.com czentalia@outlook.com sfomarington@gmail.com Start by gathering everyone’s email addresses.
  4. 4. LinkedIn Primary Email Address Ask your users to set their company email address as the primary email address on their own LinkedIn accounts before you attempt to activate their LinkedIn Sales Navigator accounts.
  5. 5. To start activating accounts, log into your LinkedIn account and select Manage Team Accounts. Purchaser Admin
  6. 6. Select the type of account you want to grant. Choose Team member for LinkedIn Sales Navigator access. 1 2 1 2 Purchaser Admin
  7. 7. Enter email addresses separated by commas or returns. Click Grant Accounts. 3 4 4 3 Purchaser Admin
  8. 8. Notice that these users are already LinkedIn members. You can tell because their member information appears. Purchaser Admin
  9. 9. LinkedIn member information doesn’t appear for this user. Either she hasn’t yet added this email to her profile or she is not a LinkedIn member yet. Purchaser Admin
  10. 10. The Status Breakdown chart in the upper right corner will make it easy to track how many users have accepted your invitation. Purchaser Admin
  11. 11. This invitee is a LinkedIn member and receives an email to activate her account. Current LinkedIn member
  12. 12. If she logs into LinkedIn before activating via email she’ll see a banner alert. Clicking this link will also activate her account. Current LinkedIn member
  13. 13. She’ll then see this screen to confirm her activation. Current LinkedIn member
  14. 14. LinkedIn member information doesn’t appear for this user. First, let’s see how she would activate if this email hasn’t been added to her profile yet. Purchaser Admin
  15. 15. She’ll get the same email invitation, but it will require her to log in to her current LinkedIn profile. This will automatically add the email to her LinkedIn profile. Current LinkedIn member Email address not added to her profile Receives invitation Logs in to her current LinkedIn account Her email has been added to her profile & she’s an activated LinkedIn Sales Navigator user!
  16. 16. Now let’s see how she would activate if she’s not a LinkedIn member yet. Purchaser Admin
  17. 17. She’ll get the same email invitation, but this time since she’s not a LinkedIn member yet, she’ll need to sign up for an account before she’s activated. Not a LinkedIn member Receives invitation Signs up for a LinkedIn account She’s a member & an activated LinkedIn Sales Navigator user!
  18. 18. Let’s see what happens when she receives the email invitation and clicks Activate Your Account. Not a LinkedIn member
  19. 19. She’ll be prompted to set up a new LinkedIn account. Not a LinkedIn member
  20. 20. Once she’s got a member profile started, she can confirm that she activated successfully from her Accounts & Settings menu. Not a LinkedIn member
  21. 21. In rare cases, an invitee may already be a LinkedIn Sales Navigator user. Purchaser Admin
  22. 22. An invitee who’s already a LinkedIn Sales Navigator user will see this message that he just needs to confirm. Current LinkedIn Sales Navigator user
  23. 23. From the Status Breakdown chart, you can see there’s still one invitee who hasn’t accepted. You can send him a reminder. Purchaser Admin
  24. 24. Click Pending to automatically select all invitees who haven’t accepted yet. Purchaser Admin
  25. 25. From the Actions menu, select Resend Invitation. Purchaser Admin
  26. 26. The invitee will receive another invitation. Current LinkedIn member
  27. 27. Once all your invitees have accepted, your Status Breakdown will show 100% accepted. • Continue to access the Manage Team Accounts page to make additional user changes • Monitor your team’s usage with the View usage reporting link NEXT STEPS
  28. 28. Learn more: http://training.linkedin.com/sales/ ©2013 LinkedIn Corporation. All Rights Reserved.

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