Jan 13, 2016 | Contact Management, Salesforce Support
There are two ways to add a new/personal contact that are covered in this post: By dropping a pin From the contacts menu *Adding a contact into Sales Navigator places the contact in your device address book not into Salesforce. By Dropping A Pin Perhaps you...
Jan 30, 2015 | Contact Management, iPad Support
Manage contacts geographically in Sales Navigator to help visualize and mobilize your data. Always know who is around you and access contact details directly in app. In this post, learn how to access your contact details, take action on contact data and more tips on...
Jan 30, 2015 | Contact Management, iPad Support
In this post, learn about the different contact list views and how to access radial search from the contacts menu. Topics covered in this document are: Contact List Views: All, Filtered, Mapview, Circle (Radial Search) Tips on using the ‘Mapview’ and ‘Circle’ Menus...
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...
Jan 30, 2015 | Contact Management, iPad Support
Add and edit contacts in Sales Navigator to manage your contact list geographically. Add contacts to create new customer information or edit contact information as things change. In this post learn how to add new contacts and edit existing data. (Watch the Video)...
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...
