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....
Oct 6, 2014 | Contact Management, iPhone Support
There are four different contact list views in Sales Navigator: All, Filtered, Mapview and Circle. Learn the difference between each list view and how to do a radial search of contacts in the circle view. Topics covered: Contact List Views: All, Filtered, Mapview,...
Oct 3, 2014 | Contact Management, iPhone Support
Sales Navigator helps you manage and visualize your contacts by plotting them on a map. In this post, learn how to view, add and edit contact details, search contacts in Sales Navigator. Viewing Contact Information 1. Tap the contact icon ( ) to view contacts in...
