In this knowledge article, we will guide you on How to Add/Select Group Fields to Enable the Group Auto-Push feature in SalesNexus.
Please follow the steps below:
1. Log in to your SalesNexus account.
2. Click on the "Gear" icon/button located on the top menu bar, and then select "Organize & Customize" from the dropdown menu.
3. In the "Organize & Customize" section, click on the "Contact" icon/button, and from the dropdown menu, select "Groups".
4. Next, choose the field for which you want to enable the Group Auto-Push feature. On the right side whew it says "Push to contact field" select the corresponding field to which you want the data to be pushed.
By following these steps, you will be able to add/select group fields and enable the group auto-push feature in SalesNexus.
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