Add New Fields to the Opportunities Page

Add New Fields to the Opportunities Page

Want to add new fields to SalesNexus for the Sales Opportunity Page? First, you’ll add the fields to SalesNexus, as shown in Step 1, and then you’ll add them to your Sales Opportunity Layout as shown in Step 2. Read on for details. Step 1 Go to the...
Logging Calls In SalesNexus

Logging Calls In SalesNexus

There Are Two Ways to Log a Call in SalesNexus.  First Way: 1. Navigate to “Tasks” in the menu at the top of your screen, and click” Log a Call” to fill out the details of the call along with related follow ups. 2. Next, fill out the...
How to Target, Connect, & Convert Sales Leads

How to Target, Connect, & Convert Sales Leads

Recently, Doug Morneau of the Real Marketing Real Fast Podcast sat down in the studio with Craig Klein, CEO of SalesNexus to discuss the two main challenges that slow growth for Small and Medium Sized Businesses. Number one, potential customers just don’t know...
Craig Klein Interviewed by Nathan Latka

Craig Klein Interviewed by Nathan Latka

I recently had the opportunity to appear and interview with Nathan Latka, the Founder of Heyo. In the video, Nathan and I recapped the launch and growth story of SalesNexus in 2003 using real data to inspire other small to medium sized businesses that are...