Customizing the settings of your Nexved CRM is an essential step in tailoring the system to your business needs. By adjusting the general settings, you can ensure that the CRM aligns with your company’s preferences, includin...

In Nexved CRM, managing leads effectively is crucial for streamlining your sales process and improving team productivity. This section outlines how to configure and customize lead statuses, sources, and how to organize them for better tracking and...

Nexved CRM provides the flexibility to create custom fields for various entities such as clients, leads, and deals. Custom fields enable you to capture additional, business-specific information th...

In Nexved CRM, configuring email functionality is essential to ensure smooth communication with clients, leads, and team members. The email configuration will be used for sending various system-generated emails such as invoices, estimates, reminde...

In Nexved CRM, several country-specific configuration options are available to tailor the system to your business needs. These settings help customize the CRM for various regions and can be applied as per your requirements. Here’s an overvie...

Create New Currency To add a new currency in Nexved CRM, follow these steps: Navigate to: Setup -> Finance -> Currencies. Click on the New...

Nexved CRM allows you to create and manage multiple tax rates for your invoices, estimates, proposals, and other financial transactions. This flexibility helps you adhere to different taxation systems, including specific country or regional requir...

To set up and manage email templates in Nexved CRM, follow these steps: Setting Up Email Templates Navigate to: Setup -> Email Templates. You can edi...