How to Use LinkedIn Sales Navigator: A Practical Guide

A practical, step-by-step guide to using LinkedIn Sales Navigator for prospecting, lead lists, alerts, InMail, and turning matches into meetings.

Klovis Team · June 17, 2026 · 6 min read · Guide

To use LinkedIn Sales Navigator, you build a precise lead or account search with its advanced filters, save the best-matching people to Lead Lists, watch the alerts and Spotlights those lists generate, and reach out at the right moment using personalized messages or InMail. Sales Navigator is LinkedIn's paid prospecting tool: a dedicated workspace for finding decision-makers, tracking buying signals, and organizing outreach beyond what the standard LinkedIn search allows.

This guide walks through the workflow end to end, with concrete filters, list tactics, message templates, and a plan for converting matches into actual conversations and meetings.

What is LinkedIn Sales Navigator and what does it do?

LinkedIn Sales Navigator is a subscription sales tool built on top of LinkedIn's professional graph. It gives you advanced lead and account search, saved searches, custom lead and account lists, real-time alerts, intent Spotlights, and InMail credits to message people outside your network. The point is to find the right buyers faster and stay informed about them over time.

It is not an outreach automation platform. Sales Navigator helps you build a high-quality list of people and accounts and tells you when something changes. The actual messaging, follow-up cadence, and reply management still live with you or with a separate outreach tool. Understanding that boundary is the key to using it well: treat Sales Navigator as your targeting and signal layer, then run disciplined, personalized outreach on top of it.

How much does LinkedIn Sales Navigator cost in 2026?

Sales Navigator has three tiers. Pricing shifts by region and promotion, but as of 2026 the published structure is:

  • Core — around $119.99/month, or roughly $89.99/month billed annually. Includes advanced search, saved searches, alerts, custom lists, and 50 InMail credits per month.
  • Advanced — around $159.99/month. Adds team features like TeamLink, shared lists, usage reporting, and LinkedIn's generative-AI research features (Account IQ account briefs, Lead IQ person insights, and Message Assist drafting).
  • Advanced Plus — custom enterprise pricing, typically starting around $1,600 per seat per year, with native CRM sync to Salesforce and HubSpot.

For most individual sellers, Core covers the search, list, and alert workflow described in this guide. Teams that want CRM write-back and AI research summaries move up to Advanced or Advanced Plus. Always confirm current numbers on LinkedIn's compare-plans page before buying, since LinkedIn adjusts pricing and credit allowances periodically.

How do you set up Sales Navigator for the first time?

Before you search, do a short setup pass so your results and signals stay relevant.

  1. Set your sales preferences. Sales Navigator asks for your target regions, industries, company sizes, seniorities, and functions. These preferences seed your lead recommendations and the "saved as preference" suggestions you'll see later.
  2. Connect your CRM if you're on Advanced or Advanced Plus. This lets you see which accounts and contacts already exist in your pipeline and reduces duplicate prospecting.
  3. Decide your list structure. Plan a small set of named Lead Lists and Account Lists before you start saving people, so your pipeline stays organized from day one.

This five-minute setup pays off quickly: clean preferences make recommendations useful, and a deliberate list structure keeps your prospecting from turning into one undifferentiated pile of bookmarks.

How do you build an advanced search in Sales Navigator?

Search is where Sales Navigator earns its price. Start from the homepage and choose Lead filters (to find people) or Account filters (to find companies). You can filter by title, seniority, function, company, company headcount, industry, geography, years in current role, years at the company, and more. The keyword and title fields support Boolean operators.

A reliable approach is to start broad on the account level, then narrow to people:

  1. Run an account search to define your target companies by industry, headcount, and geography.
  2. Save those accounts to an Account List.
  3. Run a lead search scoped to that account list, then layer in title, seniority, and function filters to find the actual buying committee.

Use Boolean in the title field to capture variants without over-filtering. For example: ("VP" OR "Vice President" OR "Head") AND ("Marketing" OR "Growth"). Keep your initial result set in the low thousands, then refine. A search that returns 40 names is usually too narrow; one that returns 80,000 is noise.

What are Spotlights and how do you use buying signals?

Spotlights are Sales Navigator filters that surface high-intent signals on top of your search. They let you isolate leads who recently changed jobs, recently posted on LinkedIn, follow your company, are mentioned in the news, or share a connection with you. According to LinkedIn, prospects surfaced through Spotlights are roughly 64% more likely to reply to InMail.

The practical move is to run your core search, then apply a Spotlight to prioritize who to contact first:

  • Changed jobs in the last 90 days — new leaders are reevaluating tools and vendors.
  • Posted on LinkedIn recently — active users are easier to engage and reference.
  • Mentioned in the news — gives you a specific, timely reason to reach out.

Signals turn a generic list into a ranked queue. Always lead your outreach with the reason the signal gave you, not a templated opener, because the relevance is the whole point of using Spotlights in the first place.

How do you save searches and build lead lists?

Once a search is dialed in, save it. On LinkedIn you can keep up to 50 saved lead searches and 50 saved account searches, and you'll get weekly alerts when new people or companies match the saved criteria. That turns a one-time search into a recurring pipeline of fresh, qualified names.

Lists are the unit of work in Sales Navigator. From any result, click the bookmark icon to add a lead to a Lead List or an account to an Account List. Notes, alerts, exports, and CRM sync all attach to the list. Practical list discipline:

  • Keep lists scoped to one campaign, segment, or persona, not "everyone interesting."
  • Add a one-line note to each lead capturing why they're a fit and any trigger you noticed.
  • Treat your Lead List as your active outreach queue, and archive leads once they convert or disqualify.

This keeps your targeting work reusable instead of something you rebuild from scratch each week.

How do alerts keep your pipeline warm?

Alerts are Sales Navigator's signal engine. Once leads and accounts are on lists, the platform notifies you when something relevant happens. Person-level alerts include job changes, promotions, and new posts. Account-level alerts include funding rounds, leadership changes, mergers, and news mentions. Saved-search alerts tell you when new people match your criteria.

Check the All alerts tab on the homepage as a daily prospecting ritual. The workflow is simple: scan alerts, find a timely reason to reach out, and act on it the same day. A job change, a funding announcement, or a relevant post is a far stronger opener than a cold introduction with no context.

Alerts are also where Sales Navigator's value compounds. The longer your lists run, the more triggers they surface, and timely outreach off a real event consistently outperforms generic prospecting. Build the habit of acting on the freshest signal first.

How do you write outreach and use InMail effectively?

Sales Navigator gives you 50 InMail credits per month on Core, letting you message people outside your network. But the strongest first touch is often a connection request or a referral, since a warm intro from a colleague can outperform a cold InMail by several times on reply rate. Use InMail when there's no warmer path.

Keep messages short, specific, and built around the signal that put the person on your radar. A workable structure:

  • Trigger line: reference the job change, post, or news that prompted you.
  • Relevance line: one sentence on why that makes your offer timely for them.
  • Soft ask: a low-friction question, not a demo demand.

Example connection note: "Hi Maya, congrats on the move to Head of Growth at Northwind. I work with growth leaders setting up multi-channel outreach in their first 90 days. Open to swapping notes?"

One InMail and one connection note are rarely enough on their own. The reply usually comes from a coordinated, multi-touch follow-up across more than one channel, which is exactly where Sales Navigator hands off to your outreach system.

How do you turn Sales Navigator matches into meetings?

Sales Navigator is excellent at targeting and signal detection, but it deliberately stops short of running sequenced outreach, managing replies across channels, or tracking deals. That last mile is where prospects actually convert, and it's where a dedicated outreach CRM takes over.

A clean, compliant workflow looks like this:

  1. Build and refine your list in Sales Navigator using filters, Spotlights, and saved searches.
  2. Export or copy that qualified list into your outreach CRM.
  3. Run a sequenced, multi-channel sequence from your own connected accounts, so a LinkedIn touch can be followed by an email or another channel rather than a single message that gets ignored.
  4. Manage every reply in one place and route it toward a booked meeting.

This is the gap Klovis is built to fill. With Klovis, teams run multi-step, multi-channel campaigns across LinkedIn, email (Gmail, Outlook, IMAP), WhatsApp, Instagram DM, and Telegram from their team's own connected accounts. Every reply lands in a unified inbox, assigned and attributed, and the CRM updates itself with people, companies, and deals as conversations progress. Because outreach spans more than one channel, the warm-intro-beats-cold-InMail dynamic works in your favor: you can follow a LinkedIn touch with email outreach instead of relying on a single message.

Event-driven workflows close the loop. When a prospect replies, Klovis can pause the sequence, notify the owner, and create a deal; when there's no response, it can trigger a follow-up touch automatically. The result is a straight line from a Sales Navigator search to a booked meeting and tracked pipeline. If you're weighing tools for this last mile, the comparisons hub breaks down how multi-channel outreach platforms differ.

Sales Navigator best practices checklist

  • Set sales preferences before your first search so recommendations stay relevant.
  • Search accounts first, then scope lead searches to those accounts.
  • Use Boolean in title fields to capture role variants without over-narrowing.
  • Apply Spotlights to rank who to contact first by intent signal.
  • Save your best searches and let weekly alerts refill your pipeline.
  • Keep tight, named lists with a one-line note per lead.
  • Check the alerts tab daily and act on the freshest trigger same-day.
  • Lead messages with the signal, keep InMail short, and follow up across channels.

Frequently asked questions

Is LinkedIn Sales Navigator worth it?

For anyone whose role depends on consistently finding and reaching the right buyers, yes. The advanced filters, saved searches, Spotlights, and alerts surface qualified prospects and timely triggers that the free LinkedIn search can't. The value drops if you only need occasional lookups, since the standard LinkedIn experience may be enough.

Can you automate outreach inside Sales Navigator?

No. Sales Navigator is built for targeting, research, and signals, not sequenced sending or reply management. To run cadenced outreach and track responses, you export your qualified list to a dedicated outreach CRM that messages from your own connected accounts and centralizes replies.

How many InMail credits does Sales Navigator include?

The Core plan includes 50 InMail credits per month, which roll within LinkedIn's accumulation rules. Reserve them for prospects where there's no warmer path, since connection requests and referrals typically earn higher reply rates than cold InMail.

What's the difference between a saved search and a lead list?

A saved search is a stored set of filter criteria that alerts you weekly when new people match. A lead list is a curated collection of specific people you've chosen to track and pursue, with notes, alerts, and export attached. Use saved searches to generate candidates and lead lists to manage active outreach.

How do you get more replies from Sales Navigator leads?

Lead with the signal that surfaced the prospect, keep first messages short, and follow up across more than one channel rather than relying on a single LinkedIn touch. Coordinated multi-channel sequencing from your own accounts, managed in one unified inbox, is what consistently turns targeted lists into booked meetings.

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