SalesNexus Public Training

Available to all SalesNexus subscribers as a part of your subscription

Our regular weekly public training web meetings:
(no need to pre-register, just click the link below at the scheduled time)

Administrative Training - Tuesdays at 3pm EST, Noon PST (click to join)

Basic New User Training - Thursdays at 3pm EST, Noon PST (click to join)

Power User Training - Fridays at 1pm EST, Noon PST (click to join)

Then join the audio portion as follows:

Use this conference #: 1.978.964.0031
Passcode: 9322577

Of course, just call 713-862-0001 if we can help!

Visit our support pages for more helpful information

Administrative Training - Tuesdays at 3pm EST, Noon PST

Click here to join at the time of the meeting (no need to pre-register)

For audio, dial into the conference call:
Use this conference #: 1.978.964.0031
Passcode: 9322577

Administrative Training Agenda

• Creating and Managing Users
• Managing Security Settings - who sees what, user priviledges
• Reporting - Activity, Notes, Sales and Contact reports

Basic New User Training - Thursdays at 3pm EST, Noon PST

Click here to join at the time of the meeting (no need to pre-register)

For audio, dial into the conference call:
Use this conference #: 1.978.964.0031
Passcode: 9322577

Basic New User Training Agenda

• General System Navigation
• Creating Contacts
• Duplicate Contacts
• Creating Activities & Logging Calls
• Creating Notes
• Contact List
• Task List
• Calendar
• Lookups
• Sending Email and Printing Letters

Power User Training - Friday at 2pm EST, 11am PST

Click here to join at the time of the meeting (no need to pre-register)

For audio, dial into the conference call:
Use this conference #: 1.978.964.0031
Passcode: 9322577

Power User Training Agenda (One Topic per Session)

• Creating Email and Letter Templates
• Advanced Search
• Edit Results
• Database Customization