Tips and Tricks: Using Advanced Filtering

In the last tips and tricks post, we showed you how to create lead flows in Sales Navigator using custom groups. This week we will show you how you can target specific types of customers and prospects using the advanced filtering feature of groups.   Targeting...

Tips and Tricks: Creating a Lead Flow with Custom Groups

If you get hundreds of new leads each month, organizing your contacts can be difficult. Dividing contacts into groups in Sales Navigator for the iPad can help you plan and prioritize an efficient sales strategy. Some things to consider before making custom groups are:...

Tips and Tricks: Visualizing Opportunities

Have you ever wanted to visualize the dollar amount of your opportunities on the map? In this post of our tips and tricks series, we will show you how you can easily map and visualize the dollar amount of your opportunities in Sales Navigator. Mapping opportunities...

Tips and Tricks: Getting Directions

Welcome to our new tips and tricks series for Sales Navigator! Here at The Casey Group we have decided to start this series to help you get the most out of using Sales Navigator. Have you ever wondered how to access directions in Sales Navigator? Below we will discuss...