NexJ Customer Relationship Management workspaces
NexJ CRM contains workspaces for accessing and managing your business information.
The following workspaces are available in NexJ CRM:
Home workspace
The Home workspace contains a summary of the content you access most frequently, displayed in the Summary tab and My Contacts' Recent Activities tab. It also displays sales pipeline charts. For more information, see Home workspace and Visualizing your sales pipeline.
Contacts workspace
Use the Contacts workspace to view and manage contacts, companies, and users. The workspace contains a search area, a data table that displays records, and detail information, such as addresses, activities, conversations, service requests, and so on. For more information about managing contacts, see Contacts, companies, households, and users.
Schedule workspace
Use the Schedule workspace to manage your calendar, and meetings planned with clients. For more information about working with schedules and calendars, see Schedule.
Tasks workspace
Use the Tasks workspace to add and modify activities that do not need to occur at a defined time and must be assigned to a user. You can track tasks assigned to you, tasks that you have assigned to other users, and view tasks for other users. For more information about working with tasks, see Tasks.
Document Manager workspace
Use the Document Manager workspace to organize and share documents that are not associated with a specific contact. Documents in the Document Manager are organized in a folder hierarchy structure. You can also use the Document Manager for batch printing and emailing. For more information about managing your documents, see Documents.
Opportunities workspace
Use the Opportunities workspace to manage your potential sales of product and parent opportunities. For more information, see Opportunities.
Service Requests workspace
Use the Service Requests workspace to search for and manage service requests and their associated activities. For more information about working with service requests, see Service requests.
Campaigns workspace
Use the Campaigns workspace to create campaigns and manage associated details, including steps, participants, and opportunities. For more information about working with campaigns, see Campaigns.
Business administrators with appropriate permissions can customize various features in NexJ CRM from the Customize workspace. For more information about customizing features, see Customize workspace.
Reports workspace
Use the Reports workspace to generate run-time configurable reports (ad hoc reports) and dashboards. For more information, see Ad hoc reports.Service Level Management workspace
The Service Level Management workspace displays all unscheduled, scheduled, deferred, or completed touches, for any contact for whom you are on the coverage team. Use this workspace to schedule an activity for a touch, reset the touch target date, or update upcoming or most recent touch activity details. For more information, see Service level management.
Import workspace
Business administrators can import contacts into NexJ CRM from a legacy system to a staging area in NexJ CRM using the Import workspace, and you can merge them with your current database. For more information, see Import contacts and leads data.