Sales Navigator for Salesforce helps you manage your appointment schedule. Sales Navigator pulls in appointments that are synced with your device and shows them on the map if there is a location or just places them in the task window if there is not. In this post you will learn how to create appointments in Sales Navigator for Salesforce, how to view them in a list view and manage multiple calendars.
Creating an Appointment
There are two ways to create an appointment: from the contact details window and from the task menu.
From the Contact Details Window
1. Tap on a pin on the map and open the contact details.
2. Tap the add event icon (
) at the top of the window.
3. Set a duration, tap ‘Next’, and then edit the appointment details as you would for your iOS device.
4. Tap ‘Add’
From Task Menu
1. Open the Task Menu
2. Tap the ( + )
3. Tap ‘Event’, choose a duration and edit the event as you would on your iOS device.
4. Tap ‘Done’
**Setting an event duration is necessary for using smart time and for more accurate optimization.
Viewing Events in the Task Window
To view only events in the task window, tap the light blue bar at the top of the task list and tap event. This will show all events in a calendar list view.
Thank you for using Sales Navigator for Salesforce. Please contact us with any specific questions or feedback.