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

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.
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.
Sales Navigator has three tiers. Pricing shifts by region and promotion, but as of 2026 the published structure is:
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.
Before you search, do a short setup pass so your results and signals stay relevant.
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.
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:
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.
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:
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.
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:
This keeps your targeting work reusable instead of something you rebuild from scratch each week.
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.
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:
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.
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:
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.
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.
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.
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.
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.
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.