Jun 5, 2017 | Tips and Tricks, Trips Feature
Use Sales Navigator to Plan your Summer Travel Summer vacation season is on the horizon as kids wrap up their last days of school and parents are eager to hit the road be it via driving or flying to their desired destination. Although we all try to disconnect from...
Sep 26, 2016 | iOS Support, iPad Support, Optimization, Routes, Trips Feature
Using the Sales Navigator trips feature, you can visualize and create daily routes using set appointments from your iOS device and drop in meeting tasks created in Sales Navigator. View daily sales routes on the map and in a listview in the trips window. Optimize...
Sep 26, 2016 | Directions, iOS Support, iPad Support, Optimization, Routes, Trips Feature
The trip feature in Sales Navigator for iOS helps you plan daily sales and service routes. View route information to help you make the most out of your time on the road by discovering when and where you have time to drop in on customer and prospects during the day. In...
Sep 26, 2016 | iOS Support, iPad Support, Routes, Trips Feature
Sales Navigator’s trips feature is a robust route planning solution to help you plan sales routes geographically and be more efficient out on the road. With our patent planning Schedule Optimizer, Sales Navigator will plan optimal sales routes for you to help you make...
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 | Appointments, Optimization, Routes, Salesforce Support, Trips Feature
Daily sales routes are automatically generated in Sales Navigator using set appointments from your iOS device and meeting tasks from Salesforce. In this post learn how to: Add start and end locations/times to your trips Add an appointment or meeting task to your route...
