It’s easy to import your Outlook contacts into SalesNexus CRM! No more messy spreadsheets! Learn how simple it is to sync your Outlook contacts with SalesNexus: Navigate to Contacts > Import Contacts 2. Navigate to the “Outlook Contacts” tab at the top, and “check” the settings you’d like to enable. Understanding The Settings Options If … Continue reading
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Import Your Contacts from Gmail into SalesNexus in 3 Minutes
It’s easy to import your Gmail contacts into SalesNexus CRM! No more messy spreadsheets! Learn how simple it is to sync your Gmail contacts with SalesNexus: Navigate to Contacts > Import Contacts 2. Pick the Gmail Contacts tab at the top, and “check” the settings you’d like to enable. Understanding The Settings Options If you … Continue reading
12 Sales Tips You Should Steal for 2020 Success
Whether you’re starting 2020 off with a bang, or are struggling to keep up, the following tips are for you! WHAT’S INSIDE: As Featured On The Sales Babble Podcast, Download Our 12 Sales Tips To Organize Processes, Improve Sales, And Cultivate Top Producers This Year!
How to Setup Web Lead Capture from Your Website to SalesNexus
Have a customized form on your website that you’d like to use to capture leads into SalesNexus CRM? If you have a website and use a “Contact Us” form that collects information about a new lead, and you aren’t using SalesNexus Web Lead Capture to add these contacts automatically to your database, then you are … Continue reading
How to Setup Email Capture for Office 365
What is Email Capture? If you send and receive emails to your SalesNexus contacts, using your Gmail, MS Outlook, or other email service, then you need Email Capture! Email Capture allows you to see all of the emails sent and received from your contacts, directly in SalesNexus. And the best part is, it is all automatic! If … Continue reading
How to Setup Email Capture for Gmail
What is Email Capture? If you send and receive emails to your SalesNexus contacts, using your Gmail, MS Outlook, or other email service, then you need Email Capture! Email Capture allows you to see all of the emails sent and received from your contacts, directly in SalesNexus. And the best part is, it is all … Continue reading
Easily Edit Info on Lookups and View All Contacts Screen
Applies to: R4 Version Edit Information on Lookups and View All Contacts Screen by simply Clicking & Holding on any Field To do this, follow below: Click on the Field you want to edit, and hold for 5 Seconds NOTE: To reduce the amount of time required to “hold” the click, go to X > My … Continue reading