activation tutorial for linkedin sales navigator administrators
Post on 18-Oct-2014
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How to Activate LinkedIn Sales Navigator AccountsRobert KoehlerLinkedIn Sales Solutions [email protected]
©2013 LinkedIn Corporation. All Rights Reserved.
LinkedIn Sales NavigatorPurchaser 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.
Start by gathering everyone’s email addresses.
LinkedIn Primary Email AddressAsk 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.
TIP
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.
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2
1
2
Purchaser Admin
Enter email addresses separated by commas or returns.
Click Grant Accounts.
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4
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3
Purchaser Admin
Notice that these users are already LinkedIn
members. You can tell because their member
information appears.
Purchaser Admin
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
The Status Breakdown chart in the upper right
corner will make it easy to track how many users
have accepted your invitation.
Purchaser Admin
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 account.
Current LinkedIn member
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 been added to her profile yet.
Purchaser Admin
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 memberEmail 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!
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 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!
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.
Not a LinkedIn member
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 LinkedIn
Sales Navigator
user
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
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 Accounts page to make additional
user changes
• Monitor your team’s usage with the View usage reporting link
NEXT STEPS
Learn more:
http://training.linkedin.com/sales/
©2013 LinkedIn Corporation. All Rights Reserved.