User Manual
Contents
1. Then either click OK to send the task to history or Follow up to set the next task needed for this contact Once the follow up task comes up you can make the changes to move it to the future change the regarding line and save Calendar Tab TASK LIST CALENDAR LOOKUP REPORTS CAMPAIGN GROUPS DASHBOARD This allows you to see your calendar for the week You will notice that as you roll items over they do not take up space on your calendar rather the system sets those items after 8PM so they do not take up space during your day Look up Tab CAMPAIGN GROUPS TASK LIST CALENDAR LOOKUP REPORTS You have 3 search options a Quick search a Look up and an Advance Search Quick search is located at the top right of your database next to the Groups tab This can be set by database to any field in your system just let us know what you would like JEEG DEE Last Name eae Look up allows you to search all fields but you cannot use the same field twice To do a look up click on the look up tab in the center of the top row of tabs In the open field next to last name put in that contacts last name and click Search SalesNexus 2013 www salesnexus com SalesNexus Online CRM and Email Marketing User Manual New a Load Save Delete F Use or Lookup First Name fo faime cty State Zip 7 E mail Address hi P Keyword Search LOOK UP CLEAR Advanced Search Advance Sea2. SalesNexus Online CRM and Email Marketing User Manual Task List TASE LIST CALENDAR LOOKUP REPORTS CAMPAIGN GROUPS DASHBOARD You can complete a task on the Contacts activity tab or on your own Task list You can close the task from here or you can go to the contact to close it To go to the contact simply click on the name in the Scheduled With this will take you to the contact record Display M call Iw Meeting M To Do C Only Timeless l cleared L Auto Email Priority Ea EB ih E BB tedium E E 1 REFRESH Past dates User SN Admin List 100 Create lookup using Main Contact All me ees Phone 713 8620001 Mobile 713 555 1212 E mail support salesnexus com Records 1 24 of 24 Calls 3 Meetings 8 Todos 13 Auto Email 0 12 22 2011 NONE Meeting Is the quote back a aq i 12 22 2011 NONE Phone Call Malcolm Harris Banton FUR call ve QI 12 22 2011 NONE Meeting Malcolm Harris Banton wants additional info q 7 12 22 2011 NONE Meeting Malcolm Harris Banton FUR call A q qF 12 22 2011 NONE Todo Malcolm Harris Banton Caf logged q A 13 22 2011 NONE Phone Call Malcolm Harris Banton FU to see if still happy and ask for referral a cy zF 12 22 2011 NONE Phone Call SN Admin Send Proposal a 4q eo To close the task from the task list or from the contacts Activity tab click on the green check mark This opens the completion window for that task same as Log Call Window You can enter your notes here
3. rch allows you to apply logic to your searches You can search any field in your system for multiple responses by using OR Go to Look up and click the link to Advance Search My Searches ee Load Save Delete E A contact P Not E mail Address contains A Not Last Name ka Es z smth oOo gt Or Not Last Name Or Not I Not nF Activity kris with Indude ends with You will see that you have many more options to fine tune your search SalesNexus 2013 www salesnexus com
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