Feb 20, 2017 | Getting Started, iOS Support, iPad Support, iPhone Support
Step 1: Locate the spreadsheet on your iPhone or iPad Start by locating your spreadsheet in your email as an attachment or in a document storage application, such as iCloud Drive, Google Drive, Dropbox. **Make sure your spreadsheet is in a .csv format and includes a...
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 25, 2016 | Getting Started, iOS Support, iPad Support
In this post learn how to access your account in Sales Navigator where you can change your password, track your app usage, update your subscription, buy calling credit and update your caller ID. Accessing your account To access your account, open the menu and...
Sep 25, 2016 | Getting Started, iPad Support
Sales Navigator app settings allow you to manage your account, set custom defaults for trips, choose the language you wish to work in and more. In this post learn how to access the app settings and how to navigate the settings window. App Settings Overview To...
Sep 25, 2016 | Getting Started, Import Contacts, iOS Support, iPad Support
In this post, learn the basic features of Sales Navigator Universal for iOS. Learn the menu bar icons, view a brief description of their functions, and learn how to synchronize contacts from your device. Initial Launch Screens Upon first downloading Sales...
Sep 25, 2016 | Getting Started, Import Contacts
Selectively choose contacts to import into Sales Navigator to begin visualizing your data geographically. In this post, you will learn how to import and remove contact groups from Sales Navigator for iOS. If you would like to import contacts from a spreadsheet please...
