Sep 26, 2016 | Appointments, iOS Support, iPad Support
Sales Navigator for iOS helps you manage your appointment schedule. Sales Navigator pulls in appointments that are synced with your device, shows them in a listview and on the map if there is a location. In this post, you will learn how to create appointments in...
Sep 26, 2016 | Appointments, iOS Support, iPad Support, Task Management
Use the calendar range view in Sales Navigator for iOS to view your appointments and location based meeting tasks up to a calendar quarter on the map. In this post, learn how to access the calendar range view, change the date and date range on the map. ...
Jan 14, 2016 | Appointments, Optimization, Routes, Salesforce Support, Trips Feature
Daily sales routes are automatically generated in Sales Navigator using set appointments from your iOS device and meeting tasks from Salesforce. In this post learn how to: Add start and end locations/times to your trips Add an appointment or meeting task to your route...
Jan 14, 2016 | Appointments, Salesforce Support, Task Management
Sales Navigator for Salesforce helps you manage your appointment schedule. Sales Navigator pulls in appointments that are synced with your device and shows them on the map if there is a location or just places them in the task window if there is not. In this post you...
Jan 14, 2016 | Appointments, Salesforce Support
Sales Navigator for Salesforce helps you view your appointments and location-based meeting tasks up to a calendar quarter on the map to make planning future sales trips easier. In this post learn how to access the calendar range view, change the date and date range on...
Jan 30, 2015 | Appointments, iPad Support, Optimization, Routes, Trips Feature
Sales Navigator’s trips feature is a robust route planning solution to help you plan sales routes geographically and be more efficient out on the road. With our patent planning Schedule Optimizer, Sales Navigator will plan optimal sales routes for you to help...