by Mike Perlongo | Apr 11, 2023
How can I take snippets of information and save them to one place like a notepad in Navatar? Clips enable you to capture specific pieces of intelligence from various areas of Navatar and consolidate them into one location. To create a clip, click the...
by Mike Perlongo | Apr 11, 2023
Can I pull all my intelligence around a topic into one place? Navatar allows users to search the entire system for items related to a specific sector, initiative, or topic and consolidate them into a single workspace. This space serves as a collaborative area for...
by Mike Perlongo | Apr 11, 2023
Am I notified that I need to enter a meeting note at the Contact/Firm/Deal level? All notifications related to a record can be viewed from the record page. When Navatar attaches meetings from a user’s Outlook calendar to relevant individuals, the user will...
by Mike Perlongo | Apr 11, 2023
Why do these notifications show up when I login? Log In notifications are designed to keep you informed of all relevant activity in Navatar. We’ve automated much of the data entry required to capture insights from your calls and emails, and the notifications...
by Mike Perlongo | Apr 11, 2023
How do I search a topic across multiple tagged records? Navatar’s Research tool lets you identify trends and topics by searching all meeting notes and documents within the system. Simply go to the “Research” tab on the Quick Links bar at the bottom...
