Support

News and Announcements for SalesNexus Users.
Look here for any news about service interruptions, updates, new features and helpful tips on getting the most from SalesNexus.

Import Your Contacts from Outlook into SalesNexus in 3 Minutes

Importing Outlook Contacts into SalesNexus CRM

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

Import Your Contacts from Gmail into SalesNexus in 3 Minutes

Importing Gmail Contacts into SalesNexus CRM

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

How to Change Your Password in SalesNexus

Retrieve, Reset, Change Your SalesNexus Password in Seconds!

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 the eye symbol shown below to view or change your current password, … 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

Capture Leads from Your Website to SalesNexus Automatically

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 Easily Group Contacts in SalesNexus

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 the Name the other fields are optional.  3) Click save  … Continue reading

4 Steps To Market Domination Video Series

4 Steps To Market Domination: Video Training Series

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 order, to set the foundation for your success. Introduction: What’s … Continue reading

How to Setup Email Capture for Office 365

How to Setup Email Capture for Office 365/Outlook

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

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

Add New Fields to the Opportunities Page

Add New Fields to Sales Opportunity Page in SalesNexus CRM

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 “X” menu > System Settings > Create … Continue reading

Top