Skip to main content
SalesNexus Support Help Center home page
  • Submit a request
  • Sign in
  • Sign in
  • Submit a request
  1. SalesNexus Support
  2. How To SalesNexus
  3. Contacts

Contacts

  • How to Add/Select Group Fields to Enable the Group Auto-Push feature
  • How to Create Group Lookup
  • How to Create a Lookup
  • Importing MailChimp Contacts to SalesNexus
  • 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
  • Next ›
  • Last »
SalesNexus Support
Powered by Zendesk