Add a shared product or service as a Sales Navigator admin

Last updated: 8 months ago

Product and service personalization allows Sales Navigator users to more effectively research companies, find the right people to contact, and engage in meaningful conversations.

Who can use this feature?

You must be an admin with Sales Navigator Advanced or Advanced Plus edition to add a shared product or service. This feature is currently only available in English.

As an admin, you can add shared products and services that all sellers on your account can use to help make their Account IQ insights and Message Assist drafts more personalized to the products and services they offer. Adding shared products and services helps standardize product personalization across all users on your account.

Here's a tip

Only admins can add products and services that are shared across all users on an account, but users can add their own products or services for personal use.

To add a shared product or service as an admin:

  1. Sign in to Sales Navigator.

  2. Click Admin in the top menu.

    Here's a tip

    If you’re adding your first product or service, click the Get started button in the Products and services section.

  3. Click Admin settings in the top menu.

  4. Click Products and Services on the left pane.

  5. Click the Add products button.

  6. Enter the name of your product or service and the URL of a website that provides background information on the product or service.

    Admin add product

  7. Click the Analyze page button.

  8. Review the AI-generated product information and click the Save button.

    Here's a tip

    The more information you can provide on the product or service, the better the personalization will be. Include who the product or service is for, what problems it solves, and a detailed value proposition.

Important to know

Admins can't view, edit, or delete products and services added by individual users on their account. However, admins can hide user-added products and services by restricting users from adding products and services.

When individual users on your account want to generate personalized account insights with Account IQ or draft a message with Message Assist, they can choose from products and services they personally added or products you’ve added as an admin. Users can’t edit product details entered by an admin.

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