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Nexudus
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