How to Use Sales Navigator: The Beginner Search-Filter Cheat Sheet

Includes: Sales Navigator search-filter cheat sheet (people × account) reference
The short answer

To use Sales Navigator, combine a people filter (title, seniority, function) with an account filter (industry, geography, company size) so every result matches your ICP, then use a recent signal as your outreach hook. This page is the beginner search-filter cheat sheet — the 80% of the tool that builds a prospect list, plus how to turn it into a message.

Sales Navigator is LinkedIn's search tool for prospecting — the version of LinkedIn built to answer one question: who, at which companies, fits my ICP, and what changed recently that gives me a reason to reach out? The skill is combining two filter types: a people filter (title, seniority, function) and an account filter (industry, geography, company size), so every result is a person you'd actually want to contact at a company you'd actually want to sell to. Then you use a recent signal — a hire, a role change, a launch — as your hook. Sales Navigator finds the names; it doesn't write the message. That part is still you.

The search-filter cheat sheet — here is the asset

Think of a search as two stacked filters, people on top of accounts:

People filters (who)

  • Title / keyword. Exact titles beat vague ones — "Head of Revenue Operations" over "operations." Add current-title-only unless you want former holders too.
  • Function. Narrow to the department that owns the problem you solve (Sales, Marketing, Ops, Finance…).
  • Seniority. Pick the level with buying power and pain: Director to C-level for most B2B; add Manager if they're the day-to-day owner.
  • Years in current role / location. Fine-tuning knobs for when a list is too big.

Account filters (which company)

  • Industry. Match your ICP's industries — don't leave it open if your product is industry-specific.
  • Geography. Region, country, or metro — match your territory.
  • Company size (employee count). A strong proxy for whether they have the pain and the budget you target.
  • Account type / headcount growth. Find companies in motion — hiring, expanding — which usually have the budget.

Boolean & keywords. Combine terms with OR, exclude with NOT, and quote exact phrases (e.g. "revenue operations"). A title field of Head OR VP OR Director + "revenue operations" beats one keyword.

The signal layer (the part that wins).

  • Recently changed roles / recently hired. The person is new and looking — the single best cold hook.
  • Posting recently about [topic]. They're thinking about the space; engage before you pitch.
  • Saved searches + alerts. Save your best filter combo and let it surface new names weekly, so your list never goes stale.

The mistake to avoid. Searching one keyword, grabbing 500 names, and bulk-connecting. Sales Navigator's value is precision, not volume — a tighter search that returns 40 ICP-fit names beats a broad one that returns 5,000 strangers. If your search returns a thousand results, you haven't filtered hard enough; add seniority, geography, or an account filter until it's a list a human can actually research.

From a name to a conversation

A Sales Navigator result is a lead, not a conversation. The discipline that turns a filtered list into meetings is what you do with each name: research the person and their trigger, find their email if you're going cold email, or send a tailored connection request. The tool hands you the "who" and the "why now"; you supply the reason and the ask. A list built this way — right title, right company, real signal — is what makes personalized outreach possible instead of aspirational.

Practice this

Pass this challenge (score 3+ of 4) to mark the lesson complete in your progress.