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Tag: salesnexussupport

Import Your Contacts from Outlook into SalesNexus in 3 Minutes
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:
1. Navigate to Contacts > Import 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 you check “Enable Outlook (Email) Capture” this allows you to set up Email Capture for Outlook.

“Enable Outlook Contact Sync” will sync your current outlook contacts from the date you specify into SalesNexus.

“Continually Sync Outlook Contacts” will allow all new contacts in Outlook to be imported into your SalesNexus Account as contacts moving forward.

*Please Note that if you are signing in from a company account, the admin will have to click “Authorize Outlook Capture” FIRST and input their login and grant access, prior to other users being allowed to connect to Outlook.**

**Also note, if you are only wanting to sync contacts, and NOT set up email capture, you can “uncheck” the “Enable Outlook (Email) Capture button to ONLY sync contacts, and not email history.

3. Click the “Authorize Outlook Capture” to be taken to the outlook authorization screen. Then, sign in to your outlook account and click “Next”.

4. Click “Yes” when it asks you to confirm that you want to allow SalesNexus to see and download your contacts, or read mail (if you’ve authorized email capture).

That’s it! Quick and easy. Your contacts will be imported momentarily as the sync processes.
February 14, 2020
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:
1. 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 check “Enable Gmail (Email) Capture” this allows you to set up Email Capture with SalesNexus using your gmail account.“

Enable Google Contact Sync” will sync your current google contacts from the date you specify into SalesNexus.

“Continually Sync Google Contacts” will allow all new contacts in Gmail to be imported into your SalesNexus Account as contacts moving forward.

Note, If you are only wanting to sync contacts, and NOT set up email capture, you can “uncheck” the “Enable Gmail (Email) Capture button.

3. Click the “Authorize Gmail Capture with Google” to be taken to the google authorization screen. Then, sign in to your gmail account and click “Next”.

4. Click Allow when it asks you to confirm that you want to allow SalesNexus to see and download your contacts.

That’s it! Quick and easy. Your contacts will be imported momentarily as the sync processes.
February 14, 2020
How to Change Your Password in SalesNexus
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, and then click “Save”.

Ensure that all of the below fields are filled in prior to clicking “Save”

Fill in the:
1. Username
2. Login Email Address
3. Password
4. Confirm Password
Click Save.

How to Reset Your Password (Not Logged In)

Locked out? Forgot your password? Never fear!
1. Navigate to https://salesnexus.com/login
2. Click “Forgot Password”
3. Fill in your Email Address, and click “Reset Password”. An email will be sent momentarily to help you get logged back in.
February 7, 2020
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 wasting valuable time.

Web Lead Capture automatically creates a new contact when they fill out a web form on your website.

Take this a step further with the SalesNexus Automation Plans and add the new contact to a specific email campaign. It can also add those new contacts to your task list so you can reach out in seconds, instead of hours with an Automation Plan.

How to Setup Web Lead Capture

To setup Web Lead Capture, and have your contacts automatically added to SalesNexus, send an email to support@sn9.fifoma.com and ask for help setting up the Web Lead Capture service.

Contact support at support@sn9.fifoma.com to get a lead capture link that you can add to your site. First, you’ll need to provide the agent with the link to your website page where the form is submitted.

Shortly, you’ll receive a link from the SalesNexus team that will look like the example one below, which you’ll need to add to the header of your page.
```
<script type="text/javascript" src="https://logon.sn9.fifoma.com/LeadCaptureScripts/test.js"></script>
```
* Please note: This is an example script. Do not add the above to your header.

That’s it! You should be set up for leads from your website to automatically be funneled into your SalesNexus System.
January 17, 2020
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

Step 2- Adding Contacts to Your Group

4) After Saving your Group, now it’s time to Add Contacts to Your Group

Note- You must have administrator privileges to perform the next step > How to Enable Export and Mass Update Rights For A User

5) Once you’ve added all the contacts for this group, click “Make Lookup”. This pulls up a list of the contacts you’ve added to this group.

To ensure that you’ll be able to create a lookup for the contacts inside your Groups, you will need to perform a mass update to these contacts in your lookup.

We recommend grouping your contacts on a common field that relates to your business needs. For example, if these contacts all came from a recent trade show, update the lead source field for all of them to say the name i.e. “Trade Show 2020”.

Here’s how to do this: https://salesnexussupport.zendesk.com/hc/en-us/articles/360019784072-How-to-Perform-a-Mass-Bulk-Update

January 10, 2020
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 you need to keep all correspondence organized, or need a quick way to see the last thing you sent to any contact (without the need to search your email inbox), then Email Capture is a must have for you.

To setup Email Capture for Office 365 or Outlook, and have all contact emails automatically captured, follow the guide below. For gmail email capture setup, click here. For setup through “Pop”, use this guide.

This article will cover connecting Email capture to your Outlook or Office 365 account. Just a few tweaks and you’ll be setup and ready to go!

How to Setup Email Capture for Office 365/Outlook

1. In the top left corner of your SalesNexus account, mouse over the big X then click on “My Settings”

2. Click on “Outlook Settings” to expand the settings.

3. Email capture is activated by default and currently cannot be toggled off.
In addition to email capture you can also fetch contacts from your Outlook contacts.

If “Enable Outlook Contact Sync” is checked, we will check your Outlook account for new contacts added and create corresponding contacts in your Salesnexus database.

If “Continually Sync Outlook Contacts” is checked, the contacts will be fetched each time new emails will be captured. If you wish to only fetch contacts once, uncheck this box.

“Start Sync From” allows you to enter a date and capture email from that date forward. This is primarily used to capture previously uncaptured emails. This date defaults to the current date.

Once you have chosen your settings click the “Authorize Outlook Capture” button.

Outlook Authorization:

After clicking “Authorize Outlook Capture” a new tab will open up. If prompted to login, do so with the Outlook account you wish to connect. Once logged in, you will see a screen similar to below. Click yes and continue through the prompt.

January 3, 2020
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 automatic! If you need to keep all correspondence organized, or need a quick way to see the last thing you sent to any contact (without the need to search your email inbox), then Email Capture is a must have for you.

To setup Email Capture for gmail, and have all contact emails automatically captured, follow the guide below. For outlook/365 email capture setup, click here. For setup through “Pop”, use this guide.

Setting Up Email Capture for Gmail

1. In the top left corner, mouse over the big X then click on “My Settings”

2. Click on “Gmail Settings” to expand the settings.

3. Email capture is activated by default and currently cannot be toggled off.
In addition to email capture you can also fetch contacts from your Google contacts.

If “Enable Google Contact Sync” is checked, we will check you Google account for new contacts added and create corresponding contacts in your Salesnexus database.
If “Continually Sync Google Contacts” is checked, the contacts will be fetched each time new emails will be captured. If you wish to only fetch contacts once, uncheck this box.

“Start Sync From” allows you to enter a date and capture email from that date forward. This is primarily used to capture previously uncaptured emails. This date defaults to the current date.

Once you have chosen your settings click the “Google” button.

4. Google Authorization

If you are not logged in, login with the account you wish to connect.

If you see a warning message like below, click Advanced > Go to sn9.fifoma.com

You will likely see two popups, click allow on each one.

Google will again prompt you to confirm your choice. Click allow.

January 3, 2020
Add New Fields to the Opportunities Page
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 and change Fields.
- Choose the area you want to add the field to (To Update Your Sales Opportunity Tab, click Sales)
- Click “Add New Field”
- Fill in the information for your new Field
- Choose the Type of Data stored in the Field, i.e. character, currency, date, etc
- Specify the size of the Field
- To have the field show in the Quick Search Bar, select the “Primary field” option
- For Drop Down Lists please see: How to add a new Item to a Drop Down List in SalesNexus
- Click Save
*To use your new Field add it to any corresponding Layout in SalesNexus as shown in Step 2 below.

NOTE: Any field, even custom fields, can be listed in the Quick Search if the “Primary field” option is checked. For more information on Quick Search, see: How to use Quick Search

Step 2

Once you’ve added the field, now it’s time to add it to your Sales Opportunity Layout Page!

From the Menu Bar, Click “Create New Opportunity”, or “View Opportunities” to bring up an existing opportunity

Once you’ve created a new opportunity click “save” and then click edit layout. OR on an existing opportunity, go directly to “Edit Layout” on the Right Hand Layout

**Note: If the right hand layout is not immediately available, please click “save” to refresh the page.

Pick “Select Layout” and move the new field from the list of “Available Fields” to the list of “Fields to View” by selecting it, and clicking “>>” to complete the transfer.

To finalize changes, click save.
November 22, 2019
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 Settings > Delay before edit contact field on hold click, and change the value to the desired duration (Example: 3)

Once the “hold” is recognized, the field opens for editing

Change/Enter the value and click away (anywhere on the screen) and the information will auto-save

October 25, 2019