SalesNexus powered by Nexi

Getting Started

• Introduction to SalesNexus & Nexi – Dashboard, Key Concepts, and Navigation
• Quick Start Guide – Build Your First Pipeline in Nexi
• Account Setup and Integrations in Nexi
• Custom Fields in Nexi

Contacts

• How to Import Contacts into SalesNexus CRM
• Manually Adding a New Contact in SalesNexus
• Edit a Contact in Nexi

Opportunities

• Creating and Updating Opportunities in Nexi