Mar 2, 2015 | Tips and Tricks
If you get hundreds of new leads each month, organizing your contacts can be difficult. Dividing contacts into groups in Sales Navigator for the iPad can help you plan and prioritize an efficient sales strategy. Some things to consider before making custom groups are:...
Feb 23, 2015 | iPad, Tips and Tricks
Have you ever wanted to visualize the dollar amount of your opportunities on the map? In this post of our tips and tricks series, we will show you how you can easily map and visualize the dollar amount of your opportunities in Sales Navigator. Mapping opportunities...
Feb 16, 2015 | Directions, iPad, Salesforce, Tips and Tricks
Welcome to our new tips and tricks series for Sales Navigator! Here at The Casey Group we have decided to start this series to help you get the most out of using Sales Navigator. Have you ever wondered how to access directions in Sales Navigator? Below we will discuss...
