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

Contacts

  • 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
  • How to search and find contacts using Quick Search bar
  • How to Export Contacts
  • How to Search using View All Contacts
  • How to Search for contacts using a Lookup
  • How to Check for Opt Out(s)
  • How to Import Contacts into SalesNexus using a CSV or Excel File
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