Jan 14, 2016 | Activity Logging, Salesforce Support, Task Management
Sales Navigator for Salesforce allows you to create or edit a task in the app to generate open activities in Salesforce and set a task to complete to add a log record to Salesforce. In this post, learn how to create and edit tasks, view activity history, and...
Jan 14, 2016 | Appointments, Salesforce Support, Task Management
Sales Navigator for Salesforce helps you manage your appointment schedule. Sales Navigator pulls in appointments that are synced with your device and shows them on the map if there is a location or just places them in the task window if there is not. In this post you...
Jan 14, 2016 | Appointments, Salesforce Support
Sales Navigator for Salesforce helps you view your appointments and location-based meeting tasks up to a calendar quarter on the map to make planning future sales trips easier. In this post learn how to access the calendar range view, change the date and date range on...
Jan 14, 2016 | Salesforce Support
Sales Navigator for Salesforce app settings allow you to set custom defaults for trips, choose the language from over 16 languages and more. In this post, learn how to access the app and map settings to set your preferences for a better workflow. App Settings...
Jan 13, 2016 | Activity Logging, Salesforce Support
Sales Navigator for Salesforce allows you to automatically log activity in Salesforce to reduce manual data entry. Create or edit a task in Sales Navigator to generate open activities in Salesforce and set a task to complete to add a log record to Salesforce. In this...
Jan 13, 2016 | Contact Management, Salesforce Support
There are two ways to add a new/personal contact that are covered in this post: By dropping a pin From the contacts menu *Adding a contact into Sales Navigator places the contact in your device address book not into Salesforce. By Dropping A Pin Perhaps you...
