Jan 14, 2016 | Contact Management, Grouping Contacts, Salesforce Support
Automatic Salesforce Groups are generated from any standard or custom Salesforce fields that have pick list values. For example, the rating field may have three options ‘Hot, Warm, Cold’ and will create three groups with customizable pins. Topics to be covered in this...
Jan 14, 2016 | Contact Management, Grouping Contacts, Salesforce Support
Sales Navigator for Salesforce offers basic and advanced filtering options to help you target specific Salesforce data geographically. You can create filters to view on the map such as, ‘Accounts’ that are ‘Hot’ and ‘Warm’ or...
Jan 30, 2015 | Contact Management, Grouping Contacts, iPad Support
Sales Navigator for the iPad groups feature helps you visualize specific customers and prospects on the map. Use custom or external groups to organize and prioritize your data in Sales Navigator. In this post learn about grouping your data and the difference between...
Jan 30, 2015 | Contact Management, Grouping Contacts, 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 a custom group and how to edit/delete the...
Jan 30, 2015 | Contact Management, Grouping Contacts, iPad Support
Filter groups to visualize specific types of customers and prospects on the map Sales Navigator. Group filtering helps you plan and prioritize as you set up your day in Sales Navigator. In this post learn about basic group filtering, advanced group filtering and...
Oct 7, 2014 | Contact Management, Grouping Contacts, iPhone Support
Sales Navigator helps you manage and organize large contact lists through custom and external groups. In this post, learn how to: Group Types: Custom v External Create Custom Groups Edit/Delete Groups Adding a Contact to a Custom Group Group Types: Custom vs....
