Jan 14, 2016 | Optimization, Routes, Salesforce Support, Trips Feature
The trips feature in Sales Navigator for Salesforce helps you plan and organize your daily sales routes. Open the trips window to get a snapshot of your day and use it to keep track of your schedule. In this post you will learn: How to view trip information More...
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...
Jan 30, 2015 | Appointments, iPad Support, Optimization, 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...
Jan 30, 2015 | iPad Support, Optimization, Routes, Trips Feature
Sales Navigator for the iPad’s trip feature helps you plan daily sales and service routes. View route information to help you make the most out of your time on the road and to see when and where you have time to drop in on customer and prospects during the day....
Jan 30, 2015 | 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...
