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  1. SalesNexus Support
  2. SalesNexus powered by Nexi

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
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