To get off to a fast start, there is a checklist you must complete…
Be sure to click the link for videos and step by step guides on getting SalesNexus started. After you have completed this checklist, you may then contact customer support for help. If you need help getting started, be sure to check out our Quick Start Programs!
Self Guided Quick Start Checklist – click for printable PDF
Step 1: Go to Basic New User Training - Thursdays at 3 PM EST
Step 2: Go to Admin Training - Tuesdays at 3 PM EST
Step 3: Plan to Customize (If you need to customize fields, proceed to step 4, otherwise proceed to step 5)
Step 4: Add Fields (only if different from fields already in your SalesNexus database)
Step 5: Import Contacts
Step 6: Customize Your Database (Part 2) (Part 3)
Step 7: Setup Web Lead Capture (if Complete)
Step 8: Email Capture (if Pro or Complete)
Step 9: Sync (if Pro or Complete)
Step 10: Create Email Templates and Campaigns
Step 3: Plan to Customize (If you need to customize fields, proceed to step 4, otherwise proceed to step 5)
Step 4: Add Fields (only if different from fields already in your SalesNexus database)
Step 5: Import Contacts
Step 6: Customize Your Database (Part 2) (Part 3)
Step 7: Setup Web Lead Capture (if Complete)
Step 8: Email Capture (if Pro or Complete)
Step 9: Sync (if Pro or Complete)
Step 10: Create Email Templates and Campaigns
Step 11: Attend Email Marketing Class
Step 12: Set up Click to Dial
As soon as you’ve completed these steps, you’ll be on your way to success!
