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  1. SalesNexus Support
  2. How To SalesNexus
  3. Contacts

Contacts

  • 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)
  • How to do a Mail Merge
  • How to Add Fields to Contact Record (Left Side)
  • How to Add a Note
  • How to Schedule a Task/Activity
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