Contacts in Nextiva CRM A contact is a Nextiva CRM record used to manage information about individual people. Associate accounts, cases, and opportunities to...
Accounts in Nextiva CRM An Account is a Nextiva CRM record used to store information related to a business partner or customer. It also...
Cases in Nextiva CRM Cases in Nextiva CRM help businesses provide customers with better service. Cases allow businesses to create service queues to serve...
Watching entities Click the links below to jump to the corresponding section. Watching Entities Watching an Entity Unwatching an Entity Watching entities...
Calendar settings in Nextiva CRM Integrating Google Calendar with Nextiva CRM synchronizes events and event notifications between the calendar in Nextiva CRM and Google Calendar...
File sharing in Nextiva Service CRM File Sharing allows users to upload and share files within a company. The files can also be sent to Group...
Creating macros and predefined text Automate actions, such as updating case fields (Priority, Status, Department, Owner, Topic) or manually typing emails, for example, by using...
Managing SmartTopics in Nextiva CRM Better understand the customer experience by assigning SmartTopics to customer interactions within Nextiva CRM. Administrators can assign a single score...
Custom case status and priority in Nextiva CRM Cases are records of communication about a particular issue or question that can be associated with contacts and accounts. In...
Creating rules in Nextiva CRM Repetitive and often tedious tasks, such as notifying customers every time their Case is updated or sending out birthday/anniversary greetings,...
Customizing Nextiva CRM tables Customize the tables aka grids displayed in Nextiva CRM to meet specific business needs. For example, a table may be...
Exporting data to CSV files Export data from Nextiva CRM to evaluate and compare to previous years. For example, you can export the total number...
Click to dial In Nextiva Service CRM, you can click on any phone number in a form or list view to initiate a...
Managing rule templates Use the Rule Templates view to perform the following tasks: Creating new rules from templates Creating rule templates Creating a new...
Using email in Nextiva CRM In Nextiva CRM, agents can interact with current and potential customers via email in the Account, Contact, Case, Sale, and...
Logging calls in Nextiva CRM In Nextiva CRM, agents can log calls in the Account, Contact, Case, Sale, and Product entity views, where they are...
Case inbox in Nextiva CRM The case inbox, the primary view used to access key details and manage interactions with clients all in one place....
Nextiva CRM Call Pop When an incoming call arrives from a customer, Call Pop displays contact and key account information, including account value, customer...
Deleting records in Nextiva CRM Deleting records (Accounts, Contacts, Cases, Sales, and Products) removes them from being displayed in Nextiva CRM. Only users with proper...
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...
How do I set up Nextiva CRM to automatically create cases from incoming email? Automatically turning inbound customer email interactions into Cases is the most effortless way to prioritize and track communication to any...
Resetting users passwords in Nextiva CRM Administrators can reset passwords to allow Users to change their password for security reasons or recover access to Nextiva CRM...
Can I make leads private? Yes! Making Leads private preserves the integrity of a business’s sales process by eliminating the opportunity for sales representatives to take...
Leads in Nextiva CRM When prospecting new sales, adding potential clients as Leads in CRM can help sales teammates manage and track accurate pipelines. Creating...
Opportunities in Nextiva CRM Opportunities in Nextiva CRM help sales agents, managers, and business owners monitor each stage of the sales life cycle. Accurately...