Getting Started with SalesNexus!

Start Here

• SalesNexus Basic Training Video
• Introduction to SalesNexus & Nexi – Dashboard, Key Concepts, and Navigation
• Quick Start Guide – Build Your First Pipeline in Nexi

Account & Setup

• Setting Up Your User Profile (My Account) in SalesNexus (Nexi)
• Account Setup and Integrations in Nexi
• Custom Fields in Nexi
• Adding Users and Managing Permissions in SalesNexus (Nexi)
• How to Add and Validate a Sending Domain in SalesNexus (Nexi)

Contacts & Companies

• Manually Adding a New Contact in SalesNexus
• Edit a Contact in Nexi
• How to Import Contacts into SalesNexus CRM
• Creating and Managing Companies in SalesNexus (Nexi)
• How to Create a Lookup in SalesNexus
• Switching View in SalesNexus

Getting Work Done

• Creating and Updating Opportunities in Nexi
• Creating and Managing Tasks in SalesNexus (Nexi)
• Logging Interactions with Notes in SalesNexus (Nexi)

Leads & Communication

• Web Lead Capture with Forms in SalesNexus (Nexi)
• How to Create an Email Template in SalesNexus
• How to Create a SMS Template in SalesNexus

Pricing & Billing

• SalesNexus Terms & Conditions, Security, Privacy Policy
• Manage Your SalesNexus Subscription & Payment/Billing Information
• What is the 4 Steps Pricing?
• What Are the Email Marketing Subscription Options?
• How Much Does a SalesNexus Subscription Cost?
• How to Add a Payment Method to SalesNexus