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  1. Nexudus
  2. CRM

CRM

Learn how to track enquiries, issue proposals and keep on top of all your leads.

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

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