Category: Support
Browse all posts in the Support category. Found 41 posts in this category.
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:...
Logging Calls In SalesNexus
There Are Two Ways to Log a Call in SalesNexus. First Way: 1. Navigate to “Tasks” in the menu at the top of your screen,...
The Secret To Meeting Your 2019 Sales Goals
Good job! You’ve made it through the first leg of January. You’ve been given sales goals and you are doing all that you can to...
SalesNexus and IQDial combine Auto Dialer with CRM Software
SalesNexus and IQDial have combined to integrate powerful Auto Dialer with CRM Software technology to make outbound calling campaigns easy, fast and effective. IQDial.com’s Auto...
Road Map to CRM Success
Are you embarking on the road to CRM success? If you’re like most companies implementing CRM software for the first time, you have more questions...
5 Business Disasters & How CRM and Cloud Computing Can Rescue You
CRM software, Cloud Computing and Written Procedures can protect your business from all of the most common disasters. If it hasn’t happened to your business...
Hurricane Harvey – Recover Business Operations
As the catastrophic effects of Hurricane Harvey continue to unfold, we would like to extend our deepest sympathies to our Houston and surrounding area clients....
Creating Email Templates for Sales Follow Up in CRM
One of the first things most people want to do with their CRM solution is to create email templates that sales people can quickly send...
SalesNexus Release Notes
SalesNexus Releases Improvements and bug fixes released in SalesNexus CRM and Marketing Automation are listed below with most recent at top. SalesNexus Announces Version 5...