Sales Navigator helps you manage and organize large contact lists through custom and external groups. In this post, learn how to:
- Group Types: Custom v External
- Create Custom Groups
- Edit/Delete Groups
- Adding a Contact to a Custom Group
Group Types: Custom vs. External
There are two types of groups in Sales Navigator, Custom and External. Custom groups are groups that are created and localized in Sales Navigator, while external groups come from different contact sources, such as Exchange or Gmail.
*All contacts must be in a group to be shown on the map in Sales Navigator, therefore contacts not assigned to a group will be shown in the ‘Unassigned’ group.
Creating Custom Groups
1. Tap the group icon
2. Tap the ( + ) icon
3. Enter a group name, tap contacts to add them to the group, choose pin color and tap ‘Save’.
Edit/Delete Groups
1. Tap ‘Edit’ in the groups window
2. Tap the information icon
3. Edit or delete the group as needed.
*External groups cannot be edited or deleted from inside Sales Navigator. You can only assign them a custom pin
Adding a Contact to a Custom Group
There are two ways to add a contact to a custom group. The first way is to edit as above and check off the name. The second way is to go to the contact details and where you can toggle custom groups on/off.
Thank you for using Sales Navigator! Please contact us with any more questions or feedback!