Sales Navigator App Support
As much as we strive to create perfect software, we know there is no such thing; however the only way we can address issues is if we know about them! If you need help using one of our apps, or if you have feedback, feature requests, bug reports or any other issue please contact us!
How to Get Started with Sales Navigator
This guide will explain how to get starting using your new app, including how the app accesses your Contacts and Calendar database to show the Who, Where, & When of your schedule. Click here to "Get Started with Sales Navigator."
Frequently Asked Questions
Here is a list of frequently asked questions from our users. We hope you find this information helpful. If you have more specific questions that you would like answered please contact us at appsupport@thecaseygroup.com. Click here for Frequently Asked Questions.
How to Group Contacts and Assign Color Coded Pins for Map Viewing
By assigning your Contacts to Groups that you can identify with color coded pins you can group customers and prospects by priority in order to maximize your productivity. Click here to learn "How to Group Contacts and Assign Color Coded Pins."
How to use Group Filters (feature for the iPad)
By carefully creating your Custom Groups, together with the powerful filtering capabilities described in the document and video, you can view precisely the Contacts you wish to see.
Click here to learn more about "How to use Group Filters"
Click here to view a video "Sales Navigator Tips – Group Filtering"
How to Create, Edit, and Save Appointments
Managing your calendar and modifying it from on the road is critical for every business traveler. Click here to learn "How to Create, Edit, and Save Appointments."
How Appointments are Mapped and Routes are Displayed
Sales Navigator will help you to never be late for an appointment again. Click here to understand "How to use the Routing Features of Sales Navigator."
How to Use the Notes/Log Feature on the iPad
Sales Navigator now helps you log your daily activity with Contacts, making it easier than ever to manage important customer relationships. Click here for "Notes/Log How-To and Tips."
How to send an Email from within Sales Navigator
There's no longer a need to jump between multiple applications, as you are able to send an email to a Contact from within the Sales Navigator app. Click here to learn "How to send an Email from within Sales Navigator" and stay more connected with your Contacts.
How to visit a Website from within Sales Navigator
Need to quickly review a Contact's website? Sales Navigator enables you to easily access a Contact's website from within the app, saving you the time of opening multiple programs. Click here to learn "How you can visit a Contact's Website" without leaving the app.
Listing of features included in the Sales Navigator iPad app and iPhone app
There are some feature differences between the Sales Navigator apps for the iPad and iPhone. Click here to view a Comparison Chart outlining specific features of both apps.
How-to Use Calendar Range View
View your calendar in a range view up to 98 days in Sales Navigator for even more advanced planning. Click here to view "How-to and Tips".
