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How to Change Your Password in SalesNexus

How to Change Your Password in SalesNexus

Recents, Support

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

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...
Add New Fields to the Opportunities Page

Add New Fields to the Opportunities Page

Recents, Support

Want to add new fields to SalesNexus for the Sales Opportunity Page? First, you’ll add the fields to SalesNexus, as shown in Step 1, and then you’ll add them to your Sales Opportunity Layout as shown in Step 2. Read on for details. Step 1 Go to the...