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...
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...
