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Holiday Tips

Do you have a special holiday promotion you want customers to know about? Will your office be closed over the holidays? Fill out this form for a schedule change. Also, check out these helpful tips for ensuring seamless business communication during the holidays.

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  • Amazon Chime Contacts

    Nextiva’s newest partnership with Amazon Chime aims to elevate team collaboration centered around a robust video conferencing platform. Use Amazon...
  • Amazon Chime Meetings

    Nextiva’s newest partnership with Amazon Chime aims to elevate team collaboration centered around a robust video conferencing platform. Use Amazon...
  • Status Email Notifications in Nextiva

    As a customer, you’ll likely receive two kinds of emails from Nextiva: general emails, and system status updates. To help differentiate...
  • Setting Up Nextiva Phones for the Home Office

    Did you know that Nextiva phones can work from anywhere? That means anyone from the company can take the phones...
  • Using your Nextiva service to work remotely from home or anywhere

    Keep your business running in the event of coronavirus impact As the news of coronavirus develops, you may be planning...
  • Adding actions to rules in NextOS

    Actions defines the task the business wants to automate. For example, a company may want to automate the task of...
  • Creating lead reports in NextOS Analytics

    Generate Lead reports to forecast your monthly sales or visualize leads in an organized log for easy access. Lead reports...
  • Understanding the customer journey

    ⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users.  In...
  • Caller ID displaying incorrectly

    Caller ID information (custom name and associated number) may display incorrectly (or not display at all) on the recipient’s phone...
  • Viewing import history

    ⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users.  During...
  • Registering a VSP 608 Deskset to the VTech VSP 600 Base Station

    These instructions detail the steps for registering the deskset pictured below. For instructions to register/deregister a cordless handset to the...
  • How do I associate contacts, accounts, cases, opportunities, and products to each other?

    ⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users.  Businesses...
  • Importing data to NextOS

    Choose the image that looks most like your screen once logged in. Importing data to NextOS Get started with Nextiva...
  • NextOS Teams

    During user creation, you can choose to organize users by assigning them to a team. There are default teams built-in,...
  • Creating users and assigning licenses

    Create new users and assign licenses, providing users access to specific services, such as Nextiva Voice. Choose the image that...
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