by Mike Perlongo | Aug 13, 2024 | Uncategorized
Navatar is proud to announce the launch of our latest CRM platform, specifically designed to enhance deal sourcing for private equity firms. This advanced platform leverages state-of-the-art smart technology to help firms identify and pursue the most promising...
by Mike Perlongo | Aug 13, 2024 | Uncategorized
Navatar is excited to unveil our latest CRM platform, designed to elevate the deal sourcing capabilities of corporate development teams. This innovative platform harnesses cutting-edge intelligence to streamline the identification of high-potential acquisition...
by Mike Perlongo | Apr 11, 2023
How can I log an email from Outlook? Unlike Calendar Events, emails in Outlook must be manually synced with Navatar. To save an email, open it in Outlook and use the Navatar Plugin. Click “Save Email,” choose which items you’d like tag to the email, and...
by Mike Perlongo | Apr 11, 2023
Creating Records from the Mobile Home Page At the top of the Navatar Mobile homepage, you have the option to create an interaction, firm, or contact record. Tap the type of record that you would like to create, and then Creating Records from the Mobile Object Pages In...
by Mike Perlongo | Apr 11, 2023
There are various locations in the site where new records can be created, strategically placed to align with standard use case workflows. However, if there is a need to create a new record but there is no option available on the current page, the Quick Links...
