Jan 14, 2016 | Contact Management, Getting Started, Import Contacts, Salesforce Support
In this post, learn the basic features of Sales Navigator for Salesforce. Learn the menu bar icons, view a brief description of their functions, and learn how to import Salesforce data. Initial Launch Screens The first screen you will see when you launch Sales...
Jan 14, 2016 | Contact Management, Getting Started, Import Contacts, Salesforce Support
To start using Sales Navigator and visualizing your data on the map, you will first need to import your standard or custom objects from Salesforce to your iPhone or iPad. *Sales Navigator comes pre-configured with all standard objects (accounts, contacts, leads, and...
Jan 14, 2016 | Grouping Contacts, Salesforce Support
Grouping Salesforce data on the map is essential to helping you target specific customers and plan sales routes based off data from Salesforce. In this post learn about grouping your data in Sales Navigator for Salesforce and the difference between custom and...
Jan 14, 2016 | Routes, Salesforce Support, Trips Feature
Sales Navigator for Salesforce’s trip functionality helps users plan and optimize daily sales and service routes. In this post, learn how to: Get Started with Trips Navigate the Trips Menu Getting Started Trips are created using set calendar appointments from...
Jan 14, 2016 | Salesforce Support, Task Management
Sales Navigator will sync all of your open activities from Salesforce to help you keep track of and manage all of your daily tasks. In this post, we will discuss: Getting Started with Tasks Task Feature Overview Getting Started with Tasks In Sales Navigator for...
Jan 14, 2016 | Contact Management, Salesforce Support
Easily filter you Salesforce data and locate nearby contacts with the different list views in Sales Navigator for Salesforce. Topics covered in this document are: Contact List Overview Tips on using the ‘Mapview’ and ‘Circle’ Menus Contact List Overview To...
