Category: Support
Browse all posts in the Support category. Found 44 posts in this category.
How to Setup Email Capture for Office 365
What is Email Capture? If you send and receive emails to your SalesNexus contacts, using your Gmail, MS Outlook, or other email service, then you...
How to Setup Email Capture for Gmail
What is Email Capture? If you send and receive emails to your SalesNexus contacts, using your Gmail, MS Outlook, or other email service, then you...
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...
Easily Edit Info on Lookups and View All Contacts Screen
Applies to: R4 Version Edit Information on Lookups and View All Contacts Screen by simply Clicking & Holding on any Field To do this, follow below:...
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,...
The Secret To Meeting Your 2019 Sales Goals
Good job! You’ve made it through the first leg of January. You’ve been given sales goals and you are doing all that you can to...
SalesNexus and IQDial combine Auto Dialer with CRM Software
SalesNexus and IQDial have combined to integrate powerful Auto Dialer with CRM Software technology to make outbound calling campaigns easy, fast and effective. IQDial.com’s Auto...
Road Map to CRM Success
Are you embarking on the road to CRM success? If you’re like most companies implementing CRM software for the first time, you have more questions...
5 Business Disasters & How CRM and Cloud Computing Can Rescue You
CRM software, Cloud Computing and Written Procedures can protect your business from all of the most common disasters. If it hasn’t happened to your business...