Jul 7, 2016 | Contact Management, Getting Started, Grouping Contacts, iPad, iPhone, New Features, Salesforce
It’s nice to be able to see your customers in color, but since we know everyone wants products and services their way, we added a feature to Sales Navigator for Salesforce* totally unique in our space. With our “Custom Pins” feature, you can see...
Jan 14, 2016 | Contact Management, Getting Started, Import Contacts, Salesforce Support
In this post, learn the basic features of Sales Navigator for Salesforce. Learn the menu bar icons, view a brief description of their functions, and learn how to import Salesforce data. Initial Launch Screens The first screen you will see when you launch Sales...
Jan 14, 2016 | Contact Management, Getting Started, Import Contacts, Salesforce Support
To start using Sales Navigator and visualizing your data on the map, you will first need to import your standard or custom objects from Salesforce to your iPhone or iPad. *Sales Navigator comes pre-configured with all standard objects (accounts, contacts, leads, and...
Jun 3, 2015 | Getting Started, iPad Support, iPhone Support
In this guide, we will discuss how to set up your iPad or iPhone, so you can easily sync your contacts and calendars for external sources with Sales Navigator. Setting up External Accounts To set up external accounts on your iPad or iPhone such as, iCloud,...
Jun 3, 2015 | Getting Started, iPad Support, iPhone Support
Many of our users use Excel spreadsheets to store contact information. In this post, we will explain how to export contact information from your Excel spreadsheet into a CSV or vCard format, then how to import that information into iCloud, Gmail, and Outlook. Once all...
Jan 30, 2015 | Getting Started, iPad Support
In this post, learn the basic features of Sales Navigator for the iPad. Learn the menu bar icons, view a brief description of their functions, and learn how to synchronize contacts from your device. (Watch the video) Initial Launch Screens Upon first...
