Nextiva CRM Administrator Quick Start

Quick help links for the most common questions 

USERS

Creating Users: Give Users access to Nextiva CRM by creating individual User profiles and assigning a license to each.

Creating a User Profile

 

USER ROLES

Creating User Roles: Limit scope of view or add the Administrator role to any User.

 

Creating a Role

 

TEAMS

Creating Teams: Use custom Teams to group employees by job function, tasks, or scope of view in Nextiva CRM.

Creating a Team

SMARTTOPICS

SmartTopics: SmartTopics are the easiest way any business can categorize interactions to better understand the customer experience. Assign a unique topic (tied to a score) to each interaction with customers.

 

Ready to take it to the next level? Click here to learn how you can customize NextOS to best fit your business needs. 

Need additional help? Click here.

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