CRM

CRM Boards

• About the CRM Module
• Opportunities
• Viewing a CRM board
• How to use CRM boards
• Automating a CRM board
• How to automate your cancellations using CRM boards

Proposals

• About proposals
• Adding and sending a new proposal
• Attaching documents to your Proposals

Documents and Macros

• About documents and macros
• Custom fields
• Adding files to customers
• Creating and using message macros
• Creating and using document templates

Tasks

• About tasks in Nexudus
• Adding and managing tasks
• Creating and managing task lists
• How to use tasks lists on CRM boards

Reminders

• Managing Reminders

Email accounts

• Sending messages to customers
• Managing email accounts