Easily filter you Salesforce data and locate nearby contacts with the different list views in Sales Navigator for Salesforce. Topics covered in this document are:
- Contact List Overview
- Tips on using the ‘Mapview’ and ‘Circle’ Menus
Contact List Overview
To begin, start by tapping the menu icon and then tap the contact list view icon ( 
). Here you will see there are four different types of list views: All, Filtered, Mapview, and Circle. Learn below how to use each list view, as each help you organize and access specific information.
All
‘All’ view displays all Salesforce data imported into Sales Navigator in a list view. Search the list view to access specific information quickly.
Filtered
‘Filtered’ displays data that meets the filtered criteria set in the groups menu. For example, if you have used our advanced filtering feature to show only opportunities on the map that have ‘closed’, this list will show a list of all the imported data that meets the filter criteria.
Mapview
Mapview displays all data in the viewable map area by distance and direction from the map center to facilitate more efficient planning.
Circle
Circle view displays all data within a radius by distance and direction from the circle center. Set the circle radius by pinching and zooming the map. As you change the radius, you will notice the contact list on the lefthand side will change, reflecting all the pins that are within the radius you have set.
Tips on using the ‘Mapview’ and ‘Circle’ Menus
1. To make the menu relational to a specific data point, tap the red directional arrow. Now, the directions and distances are relative to the new data point.
2. Get directions between the set data point and another contact by tapping and holding that contact. Then tapping directions to export the two addresses to Apple Maps.
In the example below you will get directions between 615 E. Oakwood Blvd. and Daryl Pieschke
Thank you for using Sales Navigator for Salesforce. Please contact us with any questions or feedback!