Sep 25, 2016 | Contact Management, iOS Support, iPad Support
In this post, learn about the different contact list views available in Sales Navigator for iOS and how to access radial search from the contacts list. Topics covered in this document are: Contact List Views: All, Filtered, Mapview, Circle (Radial Search) Tips on...
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...
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 | 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...
