How To's

Importing Contacts

This tutorial will show you how to import your contacts into the SalesNexus database.  You must first make sure to create your custom fields before you can import all your data.

Add fields and Create Layouts

Part 1: Add Fields (Part 2:Create Layout Fields) (Part 3:Customize Your Layout)

In these how to's, you will be shown how to add a field, how to go over a field with characters (letters and numbers), how to go over a field with check boxes, and how to customize your layout.

Updating Existing Contacts

This how to guide will show you how to update existing contacts with the SalesNexus import tool.

Create a New Contact

Learn how to create a new contact and save it to the database.

Do a Lookup or an Advanced Search

Learn how to search for a contact you need to find or a list you need to find.

Creating Tasks

This video and the corresponding how to will show you how to create tasks such as meetings and phone calls.

Create an Email Template and Campaign

Learn how to create an email template from scratch and how to use it in an email marketing campaign.