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.
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
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
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
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
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
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
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
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, and click” Log a Call” to fill out the details of the call along with related follow ups. 2. Next, fill out the information gained from the call, with the … Continue reading
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 reach them. You may be starting to feel as if you won’t reach them or you are starting to get behind. You may even find yourself in a slump where … Continue reading
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 Dialer solution dials up to 3 lines at once so sales reps are connecting to more prospects in less time. IQDial also automates dealing with phone menus and leaving voice … Continue reading
