LinkedIn Sales Navigator: Add Accounts and Leads

The Reevo Chrome extension reads your LinkedIn Sales Navigator search results and lets you add companies and people to Reevo in bulk, without opening each profile. Records land as accounts or contacts, saved to a list you choose, ready to enrich or drop into a sequence. For single profiles on regular LinkedIn, along with calling, email, and sequence enrollment, see Reevo’s Chrome Extension.

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Prerequisites

Before you start, make sure you have:

• An active LinkedIn Sales Navigator subscription. This workflow reads Sales Navigator search results, so it is not available on regular LinkedIn accounts.
• The Reevo Chrome extension installed and signed in. See Reevo’s Chrome Extension for install steps.
• Create permission on Contacts and Accounts. Adding leads needs Contact create access, adding companies needs Account create access. See Access Controls.
• Enrichment credits, only if you plan to use the Enrich email or Enrich phone buttons. Check your Usage page.

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Key Concepts

Four things behave differently here than you might expect. Read these before the steps.

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1. How search results load

The extension does not load your whole search at once. Rows appear as you scroll, in batches of up to 25 at a time, and loading pauses while you are actively scrolling, resuming about half a second after you stop. This keeps the number of requests to LinkedIn low so your account is not flagged for unusual activity.

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2. What the row icons mean

Each row in the extension shows its status against your CRM: The red icon is a button, not just a warning. Clicking it retries that single row.

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3. What Select all actually selects

Select all covers the rows currently loaded on the page you are viewing, and only the ones resolved as not in Reevo. It skips rows that are already in Reevo, still loading, or errored. It does not select your entire filtered Sales Navigator search. To capture more, load more rows first, or repeat the process on the next page of results. Once everything selectable is selected, the button becomes Deselect all.

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4. Lists are required

Every bulk add saves into a list. There is no way to add records without choosing one. The list dialog opens on the existing list picker. To create a new list instead, click Create new list, which fills in a suggested name in this format: Your Name - Sales Nav accounts - Aug 4 The noun is accounts for companies and contacts for people, and the date is the day you run the import. You can edit the name before saving. If you type a name matching a list you already own, the dialog blocks it and prompts you to pick that existing list instead.

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Watch: Add accounts and leads from Sales Navigator

A short walkthrough of both flows, from a Sales Navigator search through to a saved list in Reevo.

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How to add Accounts from Sales Navigator

1. In Sales Navigator, run an Accounts search and apply your filters.
2. Open the Reevo Chrome extension. The panel header reads Companies on this page.
3. Scroll the results list, pausing to let rows load. Watch the icons resolve.
4. Select the companies you want. Use Select all for everything loaded and not yet in Reevo, or tick rows individually. You can untick any row before saving.
5. Click Add to Reevo.
6. Choose an existing account list, or click Create new list and accept or edit the suggested name.
7. Click Save and add. The button shows Adding… while it runs.
8. When it finishes, a confirmation appears with a View list link.

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How to add Leads from Sales Navigator

1. In Sales Navigator, run a Leads search and apply your filters.
2. Open the Reevo Chrome extension. The panel header reads People on this page.
3. Scroll the results list, pausing to let rows load.
4. Select the people you want.
5. Optionally click Enrich email or Enrich phone to append verified contact details before the records are created. These buttons appear on Leads searches only, and they act on your current selection.
6. Click Add to Reevo.
7. Choose an existing contact list, or click Create new list and accept or edit the suggested name.
8. Click Save and add.

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What happens when you save

For each selected record, Reevo:

• Checks whether it already exists, matching on email address or LinkedIn URL
• For people, creates the company account if it does not exist and links the contact to it
• Adds the record to the list you chose

A few behaviors worth knowing:

• Only records that save successfully go into the list. If none succeed, no list is created.
• Records that fail stay selected so you can click Add to Reevo again to retry just those. Records that succeed flip to the green check and are no longer selectable.
• The View list link sits in the confirmation message, so it disappears when the message does. If you miss it, open Contacts or Accounts in Reevo and find the list by name.

From the list you can enrich records or add them to a sequence. See Prospecting: Search & Enrichment and Create a Sequence.

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Troubleshooting / FAQs

Still have questions? Sign in and use AskReevo for instant answers or to raise a support ticket.