Welcome to the End User Documentation for NexJ CRM 8.9

Contents in this space

• Overview
• Desktop application
  • NexJ Customer Relationship Management basics
  • Customizing the view
    • Workspaces and lists
    • Regionalization
    • Security settings for objects in NexJ CRM
    • NexJ Customer Relationship Management workspaces
    • Home workspace
  • Managing your contacts
    • Contacts workspace
    • Adding contacts
    • Copying contacts
    • Editing contacts
    • Deactivating and activating entities
    • Deleting contacts
    • Managing addresses
    • Managing communication methods
    • FAQs for custom fields, user fields, and categories
    • Managing custom fields
    • Managing user fields
    • Coverage
    • Managing categories
    • Saved lists
    • Adding participants to a campaign from the Contacts workspace
    • Batch printing for contacts
    • Batch printing birthday mailers
    • Sending batch emails to contacts
    • Exporting contact data
    • Merging contacts
    • Specifying view and edit security for contacts
    • Managing client insights
  • Searching and filtering in NexJ CRM
  • Managing your activities
  • Using the relationship hierarchy
  • Managing your schedule and tasks
    • Managing your schedule
    • Managing your tasks
  • Managing your notifications
  • Managing your conversations
  • Managing your leads
  • Managing your documents
    • Searching the Document Manager
    • Managing Document Manager folders
    • Managing documents
  • Managing document distributions
  • Managing financial accounts
  • Managing service requests
  • Managing events
    • FAQs for events
    • Event management process
    • Events workspace
    • Team members and participants
    • Booking options
    • Viewing events
    • Managing events in the Events workspace
    • Managing event legs
    • Managing participants
    • Managing target lists
    • Managing event meetings and itinerary items
    • Running events
  • Managing capital markets
    • Viewing holdings, securities, and transactions
    • Associating activities with ticker symbols, sectors, and industries
    • Calling contacts
    • Managing stock interests
    • Subscribing contacts to research subjects
  • Managing campaigns
  • Managing opportunities
    • Opportunity management process
    • Viewing opportunities
    • Adding opportunities
    • Modifying opportunity details
    • Exporting opportunities
    • Starting and running a business process for opportunity approvals
    • Approving requests for changes to opportunities
    • Managing products associated with parent opportunities
    • Managing products associated with product opportunities
    • Managing opportunity teams
    • Adding activities to opportunities
    • Visualizing your sales pipeline
    • Specifying view and edit security for opportunities
  • Managing service levels
  • Working with work queues
  • Reporting
    • Running ad hoc reports
    • Won or Lost Opportunities sample report
    • Generating predefined reports
      • Contact reports
      • Schedule reports
      • Task reports
      • Service request reports
      • Event reports
      • Opportunity Detail Reports
  • Importing contacts and leads
    • Preparing information for import
    • Importing contacts
    • Importing leads
  • Customizing NexJ CRM
  • Configuring inbound calls
    • Receiving inbound calls
      • Searching for callers
      • Merging contact records
      • Confirming callers
      • Confirming calls on behalf of secondary contacts
      • Linking calls to existing service requests
      • Adding call scripts to inbound calls
      • Following call scripts
      • Switching between call scripts
      • Adding follow-up activities to inbound calls
      • Transferring inbound calls
      • Ending inbound calls
  • Configuring activity plans
    • Adding activity plans
    • Viewing activity plan steps
    • Deleting activity plans
    • Modifying activity plans
    • Managing activity plan attachments
    • Modifying activity plan security settings
  • Managing business processes
    • Business processes
    • Statuses and outcomes
    • Starting business processes
    • Filling out business process forms
    • Modifying business processes
      • Modifying details for business processes
      • Modifying approval steps for business processes
      • Modifying associations for business processes
      • Modifying follow-ups for business processes
      • Modifying attachments for business processes
      • Modifying security settings for business processes
      • Submitting business processes
      • Approving or rejecting business processes
      • Restarting business processes
      • Reviewing business processes
      • Deleting business processes
  • Using Microsoft Add-In extensions
    • Using NexJ Add-In with Microsoft Outlook
      • Saving emails to NexJ CRM
      • Creating follow-up tasks
      • Managing related task or schedule items
      • Viewing contact, user, and company profiles
    • Using NexJ Add-in with Microsoft Word
    • Add-in error handling
    • Troubleshooting
• Mobile application
  • Working with dashboards using your tablet
  • Managing contacts using your tablet
    • Filtering, searching, and navigating the contact list
    • Viewing contacts
    • Adding contacts (mobile)
    • Editing contact information
    • Emailing contacts
  • Managing your schedule using your tablet
  • Managing your tasks using your tablet
  • Managing your conversations using your tablet
  • Managing opportunities using your tablet
  • Managing call records using your tablet
  • Using NexJ CRM with smartphones
    • Logging into NexJ CRM using your phone
    • Navigating NexJ CRM using your phone
    • Managing contacts using your phone
      • Filtering and searching the contact list
      • Viewing contacts with your phone
      • Adding contacts using your phone
      • Editing contact information using your phone
      • Emailing contacts using your phone
      • Managing schedule items using your phone
      • Managing tasks using your phone
    • Managing your conversations using your phone
    • Managing your call records using your phone
• Contact Glossary
• Notices
• Trademarks