Kicking Your CRM Skills Into High Gear

Learning a new CRM can be a daunting task.  That is why we created a video series that will give all new users the information they need to navigate SalesNexus.  Below you will find that video series.  Each video is only a minute or two long.  If you take the time to watch these videos we believe that you will be more prepared to take your business to the next level with an online CRM and email marketing solution.

 

The videos will cover the main navigation tabs in SalesNexus.  Those tabs are:

 

 

 

Contacts

In this video Kendra walks us through the contacts tab.  We will learn the basic navigation for contacts.


Tasklists

 

 



Calendars

 

 



Lookups

 

 



Reports

 

 



Campaigns

 

 



Groups

 

 



Dashboards

 

 



After you complete these videos, head on over to our learning center, and watch our videos on email campaigns as well as our starter kit, and as always our support staff is here to assist you. Join a chat if you have a question.

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