SalesNexus Basic Training Video

This beginner-friendly video walks you through the essentials of getting started in SalesNexus. You’ll learn how to import contacts, organize your workspace using panels and boards, and build effective sales pipelines and automations.

Whether you’re setting up your CRM for the first time or looking to streamline your current sales process, this step-by-step guide is designed to help you work more efficiently and manage opportunities with confidence.

SalesNexus is a CRM and marketing automation platform built by salespeople, for salespeople.

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Table of Contents:

1. Importing your Contacts
2. Deleting Demo Contacts
3. How to Create Layouts with Panels and Boards
4. How to Create Pipelines and Automations
5. Brief: How to Connect or Create your Web Forms
6. Brief: Email and Call Integrations

We hope this basic training video was helpful! 

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Need Help or Want to Suggest Improvements?

If you need assistance with any part setting up your CRM:

• Click the Give Feedback button in SalesNexus.
• Choose Support.
• Enter a subject and description, and attach any files or screenshots.