Jan 30, 2015 | iPad Support, Task Management
Sales Navigator for iPad now has a 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. ...
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, iPad Support
Sales Navigator app settings allow you to manage your account, set custom defaults for trips, choose the language you wish to work in and more. In this post learn how to access the app settings and how to navigate the settings window. Accessing App Settings To...
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)...
