Sep 26, 2016 | Activity Logging, iOS Support, iPad Support, Task Management
Set a task status to complete to create a log record in Sales Navigator on the iPhone or iPad. In this post, learn how to view completed activity history so you can keep track of your relationship touch points. Viewing Activity History There are two ways to...
Sep 26, 2016 | Appointments, iOS Support, iPad Support, Task Management
Use the calendar range view in Sales Navigator for iOS to view your appointments and location based meeting tasks up to a calendar quarter on the map. In this post, learn how to access the calendar range view, change the date and date range on the map. ...
Sep 26, 2016 | iOS Support, iPad Support, Task Management
Sales Navigator’s task feature helps you manage your activities with customers and prospects. In this post, we will show you how to easily create and edit planned activities in Sales Navigator for iOS. Creating Planned Activities There are two ways to...
Sep 26, 2016 | iOS Support, iPad Support, Task Management
Utilize Sales Navigator for iOS’ 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. ...
Jun 23, 2016 | Events, iPad, iPhone, Salesforce, Task Management
Did you know that among its many productivity-boosting features, Sales Navigator allows you to view and plan up to an entire calendar quarter? With this feature you won’t ever miss an opportunity to meet with a nearby lead or account! Here is a use case of the...
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...
