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  1. Nexudus
  2. CRM

CRM

Track enquiries, issue proposals, and keep on top of all your leads.

Custom Fields

  • What are Custom Fields?
  • Creating Custom Fields
  • Editing Custom Fields

CRM Boards

  • What are CRM Boards?
  • Creating CRM Boards
  • Managing CRM Boards
  • Managing Opportunities

Proposals

  • What are Proposals?
  • Creating Proposals
  • Attaching Documents to Proposals
  • Adding Discounts to Proposals
  • Adding Products to Proposals
  • Previewing Proposals
See all 9 articles

Document Templates

  • What are Document Templates?
  • Creating Document Templates
  • Editing Document Templates
  • Using the Document Template Editor
  • Managing Dynamic Fields in Document Templates
  • Previewing Document Templates
See all 7 articles

Message Macros

  • What are Message Macros?
  • Creating and using message macros

Tasks

  • What are Tasks?
  • Managing Tasks
  • Managing Task Lists
  • Adding Tasks Lists to CRM boards

Reminders

  • Reminders Overview
  • Managing Reminders
  • Reminders Details

Email accounts

  • Sending messages to customers
  • Managing email accounts

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