Helpful Guides, Tutorials, Videos, & FAQs

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...

Prev Next

Nextiva Support Center