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...
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...
Feb 4, 2015 | iPad Support
Sales Navigator now allows you to manually edit locations to clean up your address book and to eliminate unwanted appointments on the map. To do this we have added a location management screen. In this post we will discuss a few scenarios that can be fixed with the...
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...
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...
