Sep 26, 2016 | Contact Management, Grouping Contacts, iOS Support, iPad Support
Custom groups are local to Sales Navigator and are created inside the app. Custom groups help you organize and prioritize your customers and prospects on the map for more effective planning. In this post, learn how to create, edit and delete a custom group. **Note:...
Sep 26, 2016 | Contact Management, Grouping Contacts, iOS Support, iPad Support
Filter groups to visualize specific types of customers and prospects on the map in Sales Navigator for iOS. Group filtering helps you plan and prioritize as you set up your day. In this post, learn about basic group filtering, advanced group filtering and how-to...
Sep 26, 2016 | Contact Management, Grouping Contacts, iOS Support, iPad Support
The Sales Navigator for iOS grouping feature helps you visualize specific customers and prospects on the map. Utilize custom or external groups to organize and prioritize your data in Sales Navigator. In this post, learn about grouping your data and the difference...
Jul 7, 2016 | Contact Management, Getting Started, Grouping Contacts, iPad, iPhone, New Features, Salesforce
It’s nice to be able to see your customers in color, but since we know everyone wants products and services their way, we added a feature to Sales Navigator for Salesforce* totally unique in our space. With our “Custom Pins” feature, you can see...
Jan 14, 2016 | Grouping Contacts, Salesforce Support
Grouping Salesforce data on the map is essential to helping you target specific customers and plan sales routes based off data from Salesforce. In this post learn about grouping your data in Sales Navigator for Salesforce and the difference between custom and...
Jan 14, 2016 | Contact Management, Grouping Contacts, Salesforce Support
Custom groups are local to Sales Navigator and do not sync with Salesforce. Custom groups can help you organize your data the way you work. For example, a popular way people use custom groups is to create a group visited and need to visit. Any data from Salesforce can...
