NexJ Logo

Customizing NexJ CRM

Business administrators with appropriate permissions can customize various aspects of NexJ CRM, including categories, custom fields, coverage groups, and templates, from the Customize workspace.

Customize workspace

The Customize workspace lets business administrators with appropriate permissions configure some features in NexJ CRM.

This workspace lets you configure many different features all in one place. You can manage different features in NexJ CRM through the following tabs:

Categories
Create, edit, or delete categories.

Custom Fields
Create, edit, or delete custom fields.

Lists
Create, edit, or delete saved lists.

User Lists
Create, edit, or delete user lists.

Client Coverage Groups
Create, edit, or delete client coverage groups.

Activity Plans
Create, edit, copy, or delete activity plan templates.

Business Processes
Create, edit, copy, delete, activate, deactivate, export, or import business process templates or flow templates.

Task Management
Create, edit, or delete task templates, which automatically assign tasks to one or many users.

Call Management
Create, edit, or delete contact center reasons for inbound calls; create, edit, copy, activate, deactivate, or delete call script templates.

Lead Management
Create and manage distribution rule sets, which control how leads can be automatically distributed to owners; create and manage scoring rules, which determine how leads are scored; create and manage lead call scripts, which users can follow when calling their leads; associate sales concepts with call scripts.

Rules
Create, edit, or delete system rule sets.

Form Library
Create, edit, copy, delete, activate, deactivate, export, or import flow templates.

Opportunity Management
Create, edit, or delete opportunity coverage groups; create, edit, activate, deactivate, or delete opportunity templates.

Products
Create, edit, or delete products, which can be associated with opportunities.

Turned Off Notifications
View the notifications that users have turned off and turn notifications on again for users.

Event Management
Create, edit, or delete event coverage groups and event availability templates.

Account Mapping
Create, edit, delete, activate, or inactivate trading accounts, each of which is mapped to an institution.

Research Subject Management
Create, edit, or delete research subjects.

Service Request Management
Create, edit, or delete service request templates and add or configure mailboxes for support teams.

For more information about configuring features using the Customize workspace functionality, see Customizing NexJ CRM.