To add a new customer in Nexved CRM, follow these steps: Login to Dashboard: Log into your Nexved CRM dashboard. Navigate to Customers: On the left-hand side, click on Cu...

To manage customer registration in Nexved CRM, follow these steps: Enable/Disable Registration: Navigate to Setup → Settings → Clients. Look for the...

To view and manage customer information in Nexved CRM: Access Customer Data: Navigate to the Customers section in the admin area. Click on the Edit...

To export customer-related data such as invoices, estimates, and payments: Navigate to the Customer Profile: Go to the Customers section and select the customer you want to export...

Nexved CRM allows you to set reminders for your customers, ensuring you never forget important tasks or follow-ups. Here’s how to set customer reminders: Navigate to the Customer Profile:...

Nexved CRM allows you to generate detailed customer-related reports to help you track and manage customer data efficiently. 1. Generate Customer Report from Reports Section: Navigate to the Report...

Send Contact Set Password Link in Nexved CRM Nexved CRM allows you to easily send a Set Password Link to your contacts, enabling them to create their own password for accessing their account. 1....

To create a new customer contact in Nexved CRM, follow the steps below: 1. Navigate to Customers: Click on Customers in the Menu tab and select Contacts....

If you want to restrict staff members from viewing all customers but still want them to manage specific customers, you can assign them as Customer Admins for specific customer profiles. Steps to Assign Customer Admins:...