Feb 13, 2017 | Contact Management, Getting Started, Import Contacts, iOS Support, iPad Support, iPhone Support
Why won’t my spreadsheet open after I have shared it with Sales Navigator? * The spreadsheet/excel file must be a single spreadsheet (not a workbook with multiple tabs) and must be saved in the CSV file format. A reference guide is found in this Microsoft Office...
Sep 26, 2016 | Contact Management, Grouping Contacts, iOS Support, iPad Support
Custom groups are local to Sales Navigator and are created inside the app. Custom groups help you organize and prioritize your customers and prospects on the map for more effective planning. In this post, learn how to create, edit and delete a custom group. **Note:...
Sep 26, 2016 | Contact Management, Grouping Contacts, iOS Support, iPad Support
Filter groups to visualize specific types of customers and prospects on the map in Sales Navigator for iOS. Group filtering helps you plan and prioritize as you set up your day. In this post, learn about basic group filtering, advanced group filtering and how-to...
Sep 26, 2016 | Contact Management, Grouping Contacts, iOS Support, iPad Support
The Sales Navigator for iOS grouping feature helps you visualize specific customers and prospects on the map. Utilize custom or external groups to organize and prioritize your data in Sales Navigator. In this post, learn about grouping your data and the difference...
Sep 26, 2016 | Contact Management, iOS Support, iPad Support
Add and edit contacts in Sales Navigator for iOS to easily manage your contact list geographically. In this post, learn how to add new contacts and edit existing data. Adding New Contacts There are two ways to add a new contact in Sales Navigator: by dropping a...
Sep 26, 2016 | Contact Management, iOS Support, iPad Support
Manage contacts geographically in Sales Navigator for iOS to help visualize and mobilize your data. Always know who is around you and access contact details directly in app. In this post, learn how to access your contact details, take action on contact information and...
