Feb 13, 2017 | Contact Management, Getting Started, Import Contacts, iOS Support, iPad Support, iPhone Support
Why won’t my spreadsheet open after I have shared it with Sales Navigator? * The spreadsheet/excel file must be a single spreadsheet (not a workbook with multiple tabs) and must be saved in the CSV file format. A reference guide is found in this Microsoft Office...
Sep 25, 2016 | Getting Started, Import Contacts, iOS Support, iPad Support
In this post, learn the basic features of Sales Navigator Universal for iOS. Learn the menu bar icons, view a brief description of their functions, and learn how to synchronize contacts from your device. Initial Launch Screens Upon first downloading Sales...
Sep 25, 2016 | Getting Started, Import Contacts
Selectively choose contacts to import into Sales Navigator to begin visualizing your data geographically. In this post, you will learn how to import and remove contact groups from Sales Navigator for iOS. If you would like to import contacts from a spreadsheet please...
Jan 14, 2016 | Contact Management, Getting Started, Import Contacts, Salesforce Support
In this post, learn the basic features of Sales Navigator for Salesforce. Learn the menu bar icons, view a brief description of their functions, and learn how to import Salesforce data. Initial Launch Screens The first screen you will see when you launch Sales...
Jan 14, 2016 | Contact Management, Getting Started, Import Contacts, Salesforce Support
To start using Sales Navigator and visualizing your data on the map, you will first need to import your standard or custom objects from Salesforce to your iPhone or iPad. *Sales Navigator comes pre-configured with all standard objects (accounts, contacts, leads, and...
Jan 30, 2015 | Getting Started, Import Contacts, iPad Support
Selectively choose contacts to import into Sales Navigator to begin visualizing your data geographically. In this post, you will learn how to import/remove contact groups from Sales Navigator for the iPad. Importing Contacts Upon entering Sales Navigator, you...
