Contacts
- How to Add/Select Group Fields to Enable the Group Auto-Push feature
- How to Create Group Lookup
- Utilizing Group ORs Together Option in Creating Lookups
- How to Export a Selected Group Lookup
- 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
- How to Export a List of Contacts
- How to Reorder & Reorganize Your Contact's Right Side Layout Tabs - Notes, Activities, Social, Subscriptions, Groups
- How to Merge Contacts in SalesNexus
- How to Setup Full Contact Business Card Integration (Contacts+ app)
- Import Contacts from Outlook into SalesNexus
- Import Contacts from Gmail into SalesNexus
- How to Edit information on View All Contacts list or Lookups with One Click
- How to Log A Call in SalesNexus
- How to Create a Contact Group in SalesNexus
- How to Edit a Contact Record
- How to add fields to a Lookup
- How to View Tabs for a Specific Contact
- Using a Lookup to Create an Exportable Report in Excel
- How to Add a Contact to a Group
- How to Perform a Mass / Bulk Update
- How to Delete Contact Records
- Finding, Deleting and Checking Status of Contact Imports
- How to Create an Activity Report
- How to Create a Notes History Report
- How to Create Contact Layouts (Right Side)