Mobile App
To Do’s / Tasks
Calendar
Administering SalesNexus
- Special Characters to Avoid When Uploading Documents and Creating Fields in SalesNexus CRM
- Increase Security with Two Factor Authentication
- How to Mass Delete Contacts from a Lookup
- How to set User Permission for fields on Sales Nexus
- How To Tell If Your DKIM is Set Up Properly
- Your Database & Backups - What You Need To Know
Contacts
- How to Add/Select Group Fields to Enable the Group Auto-Push feature
- How to Create Group Lookup
- Importing MailChimp Contacts to SalesNexus
- Utilizing Group ORs Together Option in Creating Lookups
- How to Export a Selected Group Lookup
- RampedUp Data Integration in SalesNexus
Email Templates
- How to Attach PDF Files or Any Files to Your Single Email Template/Campaign
- How to Copy an Email Template - Creating a Duplicate Email Template
- How to Create Email Templates in SalesNexus - Email Editor 5.0
- How to Add Website, Phone (tel), and Email (mailto) Links to Images/Content in Email Templates
- How to add a Signature for All Users in Your Email Templates
- Easily Drag and Drop Images Into Your Email Template with 1 Click
Email Campaigns
- Email Campaign Performance
- How to View Opens, Clicks, and Bounces for Email Campaigns
- How to Schedule Campaigns over a Series of Dates
- Email Marketing with SalesNexus!
- Add Text Messages to Your Auto-Responder!
- How to TURN OFF email capture to a specific lead/client
Sales Opportunities
Dashboards
SalesNexus Integrations
- How to check SMS campaign if sent successfuly.
- Docusign Template Setup for Mail Merge with SalesNexus
- How to connect DocuSign with SalesNexus
- How to setup your domain with Salesnexus email campaigns (DKIM) on snmail2
- How to Setup Web Lead Capture with Elementor in WordPress
- Using Lead Capture with Jotform