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 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 30, 2015 | iPad Support, Task Management
Sales Navigator for iPad now has a 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. ...
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...
Jan 30, 2015 | Activity Logging, iPad Support, Task Management
Set a task status to complete to create a log record in Sales Navigator for the iPad. In this post, learn how to view completed activity history so you can keep track of your relationship touchpoints. Viewing Activity History There are two ways to view activity...
