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...
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 | iPad Support, Optimization, Routes, Trips Feature
Sales Navigator for the iPad’s trip feature helps you plan daily sales and service routes. View route information to help you make the most out of your time on the road and to see when and where you have time to drop in on customer and prospects during the day....
Jan 30, 2015 | 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...
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...
Jan 30, 2015 | Activity Logging, iPad Support, Task Management
Sales Navigator tasks feature helps you manage your activities with customers and prospects. In this post, we will show you how to easily create and edit tasks in Sales Navigator. Creating Tasks There are two ways to create tasks in Sales Navigator for...
