sales-crm

How to Change Your Password in SalesNexus

Navigate to the X Menu on the upper left hand side of your SalesNexus Database.X > System Settings > System Settings Click “Manage Users” under the “X” Menu > System Settings Choose Your User from the list on the left and then click...

How To Easily Group Contacts in SalesNexus

Recents, Support

Separate and Group your Contacts by using the Group feature in SalesNexus! The following steps will show you how to add a New Group in Salesnexus. 1) Click on Groups -> Create Group 2) On the “Create new Group” Window, you will have to add...

4 Steps To Market Domination Video Series

4 Steps To Market Domination, Recents, Sales Training, Support

Is your sales process disorganization holding you back and preventing you from reaching your goals? Ready to dominate your market and achieve sales growth? Our 4 Steps to Market Domination Video Series is designed to guide you through setting your CRM up in the right...

SalesNexus & QuickBooks Integration-Sales Opportunities

Integrations, Recents, Sales Management

Today we’ll be showing you how to automatically create a new task for a member of your team in SalesNexus CRM when an invoice gets paid in the accounting software Quickbooks. This can alert them in real time when an invoice is paid, what it was for, and how much...

Add New Fields to the Opportunities Page