Can I Use Nextiva CRM Right Out of the Box?

Yes! With the purchase of the Business Communication Suite or the Customer Relationship Suite, the included Nextiva CRM is ready to use immediately.

  1. First, log in: Visit www.nextiva.com, and click Client Login to log in to NextOS. Then, from the NextOS Home Page, select CRM.
  2. Administrators add Users and licenses for each individual needing access to Nextiva CRM. 
  3. Users start logging customer information and interactions by adding Accounts, Contacts, Cases, Leads, Opportunities, and Products (See Below).

Creating a User Profile

Administrators must create a User for every individual who needs access to Nextiva CRM. Only the individual whose name and email address match the ones listed in the User profile should be using that User profile to access and work within the CRM.

Creating a User Profile

 

  1. Click the Administration Tools (wrench) icon at the top-right corner of the Nextiva CRM window.
  2. Under People in the left panel, select Users.
  3. From the Current Users page, click the Create users button.
  4. Complete the fields on the Add a user form. 
  5. Click Create.

Next, edit the User Profile to assign a license.

 

Editing a User Profile

Editing a User Profile

 

  1. From the Current Users page, hover over the desired User, click the Action button, and select Edit Profile.
  2. Edit the User Profile as desired:
    • Reset the password for the User.
    • Revise the User Information (e.g. Last Name, Role, Primary Phone Number, and so on).
    • Grant or revoke Super Admin privileges.
  3. Assign a License to the User. Click Save.

 

Adding Accounts, Contacts, Cases, Leads, Opportunities, and Products

Start tracking the entire consumer journey by adding customer details, including information about Accounts, Contacts, Cases, and more. With key knowledge at their fingertips, Users can more effectively interact with their clients to ensure an optimal experience every time.

Create Cases to track calls or emails to the support team. Sales teams can enter Leads and easily convert them to Opportunities as the potential for a sale increases. Users can also tie specific Product offerings to an Account or Lead/Opportunity for tracking purposes or future upselling. 

  1. Visit www.nextiva.com, and click Client Login to log in to NextOS.
  2. From the NextOS Home Page, select CRM.
  3. Click the Plus (+) icon at the top of the window and select the desired record type (AccountContactCaseLeadOpportunity, or Product) from the drop-down menu.

Plus (+) Icon and Drop-Down Menu for Adding New Records

 

  1. Complete the form.
  2. Click Save or Create.

 

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Mark C. | with Nextiva since 2018
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