Mobile App
To Do’s / Tasks
Calendar
Administering SalesNexus
- Getting your temporary API Key vs. getting your permanent API Key
- Special Characters to Avoid When Uploading Documents and Creating Fields in SalesNexus CRM
- Start a Meetn (Web Meeting) and Invite Contacts
- Increase Security with Two Factor Authentication
- How to Mass Delete Contacts from a Lookup
- how to import to Notes when importing contacts from CSV
Contacts
- How to Add/Select Group Fields to Enable the Group Auto-Push feature
- How to Create Group Lookup
- How to Create a Lookup
- Importing MailChimp Contacts to SalesNexus
- Utilizing Group ORs Together Option in Creating Lookups
- How to Export a Selected Group Lookup
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
- 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
- How to Send an Email with an Attachment
Email Campaigns
- Email Campaign Performance
- 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
- What is the FROM address that will appear in my Email Marketing?
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 Email Authentication with SalesNexus (DKIM, SPF, CNAME) for your email campaigns
- How to Setup Web Lead Capture in Wordpress
- Using Lead Capture with Jotform