1. Open the Sales Navigator home page and click Accounts at the top navigation menu.

2. Click the Upload accounts button.

3. Ensure that your file is in csv format and meets all the other requirements, then Click Continue.

4. Click the modal and upload your csv file.

5. Use the give dropdowns to map your sheet columns to given fields within Sales Navigator.

For example, Account Name should map to the column on your sheet with the contact's account.

6. When you're done mapping all available fields, Click the Finish button.

7. To take actions on your uploaded list, Click the three dots beside each list.

8. Click View list info to see more details.

9. You can rename your list or add a description from the highlighted fields.

10. Click Done to save your list updates.

11. That's it. You're done.
Key Takeaways
  • You have successfully uploaded and managed your account lists on Sales Navigator.
  • The key concept is mapping your CSV file columns to the correct fields for accurate data import.
  • You can now apply these skills to organize and share your prospect lists effectively.

Interactive tutorial