Jul 6, 2017 | Field Productivity, iOS Support, Mapview Tips
Use Mapview to Add Contacts to your Sales Route It’s happened to all of us. We show up for a client appointment to find out that they are suddenly not available to meet with us. Do you kill the next hour in the closest coffee shop or react productively to the change?...
Feb 20, 2017 | Getting Started, iOS Support, iPad Support, iPhone Support
Step 1: Locate the spreadsheet on your iPhone or iPad Start by locating your spreadsheet in your email as an attachment or in a document storage application, such as iCloud Drive, Google Drive, Dropbox. **Make sure your spreadsheet is in a .csv format and includes a...
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 26, 2016 | Activity Logging, iOS Support, iPad Support, Task Management
Set a task status to complete to create a log record in Sales Navigator on the iPhone or iPad. In this post, learn how to view completed activity history so you can keep track of your relationship touch points. Viewing Activity History There are two ways to...
Sep 26, 2016 | Appointments, iOS Support, iPad Support
Sales Navigator for iOS helps you manage your appointment schedule. Sales Navigator pulls in appointments that are synced with your device, shows them in a listview and on the map if there is a location. In this post, you will learn how to create appointments in...
Sep 26, 2016 | Appointments, iOS Support, iPad Support, Task Management
Use the calendar range view in Sales Navigator for iOS to view your appointments and location based meeting tasks up to a calendar quarter on the map. In this post, learn how to access the calendar range view, change the date and date range on the map. ...
