Mobile App
To Do’s / Tasks
Calendar
Administering SalesNexus
- 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
- How Do I Change, Reset or Retrieve My Password?
Contacts
- RampedUp Data Integration in SalesNexus
- Sales Import
- Round-Robin Distribution for New Leads/Contact Created
- How Lead Distribution Works (Round Robin)
- How to Import Contacts into SalesNexus Group Table
- How does Do Not Send (DNS) list work in SalesNexus and Filter DNS Contacts
Email Templates
- 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
- How to Link To A Document/ PDF in an Email Template
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.
- 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
- Set up Zapier with Google Forms for Lead Capture
- DKIM - Domain Keys Identified Mail