Sep 26, 2016 | iOS Support, iPad Support, Task Management
Sales Navigator’s task feature helps you manage your activities with customers and prospects. In this post, we will show you how to easily create and edit planned activities in Sales Navigator for iOS. Creating Planned Activities There are two ways to...
Sep 26, 2016 | iOS Support, iPad Support, Task Management
Utilize Sales Navigator for iOS’ task feature to help you keep track of all activities with customer and prospects. Use tasks to stay focused and on top of your daily sales schedule. In this post, learn about the using the task feature in Sales Navigator. ...
Sep 26, 2016 | iOS Support, iPad Support, Optimization, Routes, Trips Feature
Using the Sales Navigator trips feature, you can visualize and create daily routes using set appointments from your iOS device and drop in meeting tasks created in Sales Navigator. View daily sales routes on the map and in a listview in the trips window. Optimize...
Sep 26, 2016 | Directions, iOS Support, iPad Support, Optimization, Routes, Trips Feature
The trip feature in Sales Navigator for iOS helps you plan daily sales and service routes. View route information to help you make the most out of your time on the road by discovering when and where you have time to drop in on customer and prospects during the day. In...
Sep 26, 2016 | iOS Support, iPad Support, Routes, Trips Feature
Sales Navigator’s trips feature is a robust route planning solution to help you plan sales routes geographically and be more efficient out on the road. With our patent planning Schedule Optimizer, Sales Navigator will plan optimal sales routes for you to help you make...
Sep 26, 2016 | Contact Management, Grouping Contacts, iOS Support, 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, edit and delete a custom group. **Note:...
