Platform
CtrlK
  • Welcome to the Nexudus Platform
  • Planning your Nexudus set-up
  • Training
  • The Basics
  • Day-to-day
    • Inventory
    • Operations
    • Finance
    • Sales
    • CRM
      • Managing CRM
        • About CRM
        • Viewing a CRM board
        • Configuring a CRM board
        • Automating a CRM board
        • Adding an opportunity
        • Boards and processes
        • Reminders
        • Managing message macros
        • Sending message macros from a member/contact account
        • Managing email accounts
        • Tasks and task lists
        • CRM boards and task lists
        • Custom fields
        • Using custom fields for directory filtering
        • Document templates
        • Generating documents from templates
      • Proposals
      • Sign up Form Customization
    • Community
  • Settings
  • Bookmarks
  • Reports
  • Website
  • FAQ
  • What's New?
  • Privacy Policy
  • Terms and Conditions
  • GDPR and Nexudus
  • Reseller Partners Program
  • Contact Us
  • Apps
    • Passport by Nexudus
    • NexBoard
    • NexDelivery
    • NexEvents
    • NexIO
    • NexClicker
    • Companion Apps
  • Third Party Apps
    • Square (ePOS)
Powered by GitBook
On this page

Was this helpful?

  1. Day-to-day
  2. CRM

Managing CRM

About CRMViewing a CRM boardConfiguring a CRM boardAutomating a CRM boardAdding an opportunityBoards and processesRemindersManaging message macrosSending message macros from a member/contact accountManaging email accountsTasks and task listsCRM boards and task listsCustom fieldsUsing custom fields for directory filteringDocument templatesGenerating documents from templates
PreviousCRMNextAbout CRM

Last updated 6 years ago

Was this helpful?