⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.
If you need help, consider our Migration Training and Full Service Migration packages.
In this knowledge article, we will guide you on How to Add/Select Group Fields to Enable the Group Auto-Push feature in SalesNexus.
Please follow the steps below:
1. Log in to your SalesNexus account.
2. Click on the "Gear" icon/button located on the top menu bar, and then select "Organize & Customize" from the dropdown menu.
3. In the "Organize & Customize" section, click on the "Contact" icon/button, and from the dropdown menu, select "Groups".
4. Next, choose the field for which you want to enable the Group Auto-Push feature. On the right side whew it says "Push to contact field" select the corresponding field to which you want the data to be pushed.
By following these steps, you will be able to add/select group fields and enable the group auto-push feature in SalesNexus.
If you have any further questions or need additional assistance, please feel free to reach out at support@salesnexus.com
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