How to Create a Lookup in SalesNexus

This article walks you through creating a Lookup in SalesNexus. Lookups allow you to quickly filter and view a specific subset of contacts (for example, contacts with Hotmail email addresses) and reuse that view across the platform.

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Step 1: Open the Contacts Module

1. Navigate to Contacts from the main SalesNexus navigation.
2. Confirm you are viewing the Contacts workspace (contact list on the left, contact details in the center).

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Step 2: Open the Lookup Panel

1. On the right-hand floating toolbar, click the Lookup (magnifying glass) icon.
2. The Lookup panel will slide open, displaying all existing lookups.

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Step 3: Create a New Lookup

1. In the Lookup panel, click the + (plus) icon.
2. The New Lookup configuration window will open.

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Step 4: Name Your Lookup

1. In the Name field, enter a descriptive name for your lookup.
   • Example: Contacts with Hotmail addresses
2. Choose a name that clearly explains the filter logic so it’s easy to reuse later.

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Step 5: Define the Lookup Conditions

In the Define segment filters section, click and configure the rule(s) for your lookup.

1. Entity: Select Contact
2. Field: Select Email
3. Operator: Choose contains
4. Value: Enter hotmail
5. Logic: Leave as AND (default)
6. Relationship Scope: Leave as (default) unless your lookup requires cross-entity logic

This condition will return all contacts whose email address contains the word “hotmail.”

• Review the Summary section at the bottom of the window.
• Confirm it reads something like:
  • Contact: Email contains hotmail

This summary confirms your lookup logic before saving.

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Step 6: Customize Visible Columns

You can tailor which fields appear in the contact list when using this lookup.

1. Go to Select visible columns.
2. Search for a field (for example, Email).
3. Click on and drag the field from Available Fields into Selected Fields.

  4. Use the checkboxes to control visibility and editability.

This ensures the most relevant data is visible when using your lookup.

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Step 7: Click

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Step 8: Apply the Lookup

1. From the Lookup panel, click the newly created lookup.

   

2. The Contacts list will refresh automatically.

3. Only contacts matching your lookup criteria will be displayed.