SalesNexus powered by Nexi

Getting Started

• Introduction to SalesNexus & Nexi – Dashboard, Key Concepts, and Navigation
• Account Setup and Integrations in Nexi
• How to Create a Board in SalesNexus
• How to Create a Panel in SalesNexus
• Custom Fields in Nexi
• Switching View in SalesNexus

See all 7 articles

Migration

• How to Migrate from the Classic SalesNexus System to the New SalesNexus (Powered by Nexi)

Contacts

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

Opportunities

• Creating and Updating Opportunities in Nexi

Goals

• An In-Depth Guide to Sales Goals
• An In-Depth Guide to Marketing Goals
• Navigating Stage Triggers: When Functions
• Navigating Stage Triggers: Then Functions

Templates

• How to Create a SMS Template in SalesNexus
• How to Create an Email Template in SalesNexus