Who can use this feature?
This feature is available to all Sales Navigator Advanced Plus users.
If an admin has turned on auto-save, users can set the rules for what is automatically saved to the following auto-generated lists:
- Auto-Generated: My CRM Leads and Contacts
- Auto-Generated: My CRM Accounts.
Here's a tip
The auto-save feature doesn’t export or automatically save data from Sales Navigator to your CRM, but imports and saves accounts, leads, and contacts from your CRM to Sales Navigator.
Available account auto-save rules:
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All Accounts associated with user’s owned Open Opportunities: Automatically saves all accounts associated with user's Open Opportunities in their CRM to the list Auto-Generated: My CRM Accounts. This rule will pull in all accounts from CRM where the user is listed as an owner and listed on an existing open opportunity.
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All Accounts owned by user: Automatically saves all accounts owned by the user associated with their CRM to the list Auto-Generated: My CRM Accounts. This rule will pull in all accounts from CRM where the user is listed as an owner. Will include accounts that the user owns regardless of whether or not they are listed on an open opportunity.
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All CRM Accounts with user on the Account Team: Automatically saves all accounts with user on the Owner Team to the list Auto-Generated: My CRM Accounts. This rule will pull in all accounts from CRM where the user is listed on the Account Team. Does not require that they own the account or opportunities.
These CRM Auto-Save Accounts Settings allow users to control which accounts from their CRM will be auto-generated and appear in the My CRM Accounts list automatically. Individual users can indicate how restrictive or lenient they want their list to be, without having control at the contract level.
Available lead auto-save rules:
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All Sales Navigator Leads associated with user’s owned Open Opportunities: Automatically saves all leads and contacts associated with the user’s Open Opportunities in their CRM to the user’s list Auto-Generated: My CRM Leads and Contacts.
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All Sales Navigator Leads associated with user’s owned accounts: Automatically saves all leads and contacts associated with the user’s owned accounts in their CRM to the user’s list Auto-Generated: My CRM Leads and Contacts.
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All Sales Navigator Leads owned by user: Automatically saves all contacts and leads owned by the user associated with their CRM to the list Auto-Generated: My CRM Leads and Contacts.
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All CRM Contacts associated with Account owned by Owner Team: Automatically saves all contacts associated with account owned by Owner Team to the list Auto-Generated: My CRM Leads and Contacts.
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All CRM Contacts associated with Account owned by Account Team: Automatically saves all contacts associated with account owned by Account Team to the list Auto-Generated: My CRM Leads and Contacts.
To enable/disable auto-save options:
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From the Accounts/Leads tab, click on My Current Accounts or Lead lists.
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When you're on the list, click the blue Customize button in the top right corner.
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Select which rules you'd like to apply.
Here's a tip
If an account is already in your CRM, but the rules you’ve applied in Sales Navigator don’t capture all the accounts you want, then you can add the missing accounts to the My Current Accounts list in Sales Navigator from the Account Hub. -
Your selections will be saved on adjustment.
Here's a tip
Changes to the list are processed overnight, and can take up to 48 hours to appear.
Review these frequently asked questions to learn more about auto-save:
Processing of the CRM lists will occur once a day.
If a lead or account is changed to a new owner, the system will process changes once a day to keep each CRM list up-to-date.
If the lead or account is completely deleted from your CRM, it will still remain on your CRM list.
Yes. Auto-save leads and accounts from your CRM count toward your total saved leads and accounts.
No, users are allowed a limit of 1,000 for each custom list. Leads and accounts are prioritized for Auto-Save in the following order:
- Last modified date
- Accounts or leads associated to Open Opportunities owned by the user
- Accounts or leads owned by the user
Yes, you have the option to manually remove only accounts from CRM lists, or remove accounts and all associated leads and contacts.
To manually remove an account or lead from CRM lists:
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Click the
More icon to the right of the account, then select Remove from the dropdown. -
You can also check the box next to an account and then click the
Remove button in the top left corner.
Here's a tip
If an account is only removed from the My CRM Accounts list on Sales Navigator, it won’t be removed from CRM. However, removing an account and its associated leads will ensure that the account, leads, and contacts do not appear in the alerts feed and buyer intent dashboard.
Yes, you can add accounts to the My Current Accounts list in Sales Navigator from the Account Hub. With this enhancement, the account lists in your CRM and Sales Navigator are up-to-date. This functionality allows for the best of both worlds of automation and manual oversight and ensures that you always have your up-to-date account list from CRM on Sales Navigator to leverage in key places.
Yes, the CRM lists will remain with the accounts and leads saved with auto-save prior to disconnecting. There will be no new accounts or leads added to this list after disconnecting.
Sales Navigator uses a matching logic to determine the best match for your leads and accounts. You can manually mark a saved lead or account as a correct match.
No. This feature imports CRM Account, Contacts, and Leads to Sales Navigator by automatically saving the most important ones for each user. It does not export or push any data to your CRM.
No, the settings have been transitioned to individual users to avoid situations where different types of users need different rules selected. Admins will still have the ability to turn auto-save on or off for the contract.
Any setting changes will be applied to the CRM lists overnight and appear in Sales Navigator the next day. Sometimes, it may take up to 48 hours for the changes to be reflected.
Yes, this can be done by turning off all of the customizable settings, but it's strongly recommended that this action is not taken.
They are removed permanently. If they reappear after 90 days, you can reach out to Sales Navigator support.
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