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...
Jun 3, 2015 | Getting Started, iPad Support, iPhone Support
In this guide, we will discuss how to set up your iPad or iPhone, so you can easily sync your contacts and calendars for external sources with Sales Navigator. Setting up External Accounts To set up external accounts on your iPad or iPhone such as, iCloud,...
Jun 3, 2015 | Getting Started, iPad Support, iPhone Support
Many of our users use Excel spreadsheets to store contact information. In this post, we will explain how to export contact information from your Excel spreadsheet into a CSV or vCard format, then how to import that information into iCloud, Gmail, and Outlook. Once all...
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,...
