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Training Videos

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Note: For best results, adjust video to FULL SCREEN after it begins playing on your computer. Usually you can do this by holding the ALT key down and pressing the ENTER key.

Basic Training Video - PC Mac

Internet Explorer Settings - must be completed for proper operation!

McAfee settings - if you're using McAfee, you must adjust these settings for proper operation.

Admin and Customization

Managing Contacts

  • Add a Contact - PC Mac
  • Duplicate a contact - PC Mac
  • Lookup a Contact - PC Mac
  • Add a Note to a Contact - PC Mac
  • Attach a File to a Contact - PC Mac
  • Add a New Sales Opportunity - PC Mac
  • View the Contact List - PC Mac
  • View Contact's Map - PC Mac
  • Before Importing - PC Mac
  • Removing LineBreaks From Import File - PC Mac
  • NEW Update/Import - PC Mac

Manage Activities

Marketing Automation

  • Create an Activity Series - PC Mac
  • Schedule an Activity Series - PC Mac
  • Create a Template - PC Mac
  • Use E-Mail Templates - PC Mac
  • Use Letter Templates - PC Mac
  • Email Documents from the
    Library Tab - PC Mac
  • Managing Subscription List - PC Mac
  • Remove Current Unsubscribe Link - PC Mac

Reporting

  • Create an Activity Report - PC Mac
  • Create a Contact Report - PC Mac
  • Create a Notes/History Report - PC Mac
  • Manage Groups - PC Mac
  • Create Sales Reports - PC Mac

PLEASE NOTE REPORTS ICON REVISION:
All reports have been combined into one icon on the left side toolbar. Hover over the icon and choose the report you wish to run:

New Report Icon

For immediate help, click the Chat buttons on the top and bottom of this page!

Create a Trouble Ticket

 

Contact Information for SalesNexus:

(800) 862-0134

2855 Mangum
Suite 570
Houston, Texas 77092

Email Addresses
support(at)salesnexus.com
training(at)salesnexus.com
sales(at)salesnexus.com

Public Training Schedule and Logon

Back to Support Resources

For immediate help, click the Chat buttons on the top and bottom of this page!

Create a Trouble Ticket

 


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