Nexved CRM provides powerful tools to manage your leads efficiently. You can either create new leads manually or import a large set of leads to jumpstart your CRM process. This article will guide you through both methods: creating new leads and im...

Leads Email Integration is a powerful feature in Nexved CRM that allows you to automatically import leads directly from your email inbox. This functionality can be particularly useful when you're receiving leads through contact forms or other emai...

The Web-to-Lead feature in Nexved CRM allows you to easily create web forms based on lead fields and custom fields that can be embedded on your website or landing page as an iframe. This enables visitors to submit their contact in...

Nexved CRM provides two distinct ways to manage and view your leads: Kanban View and List View. Each offers a unique approach to organizing your leads, and you can switch between these views based on your pre...

To assign a lead to a specific staff member in Nexved CRM, follow these steps: Open the Lead: Navigate to the lead profile you want to assign. Assign the Staff Member: In the lea...

To track the activity of a lead in Nexved CRM, follow these steps: Open the Lead: Navigate to the lead profile that you want to track the activity for. View the Activity Log: In...

To convert a lead into a customer in Nexved CRM, follow these steps: Open the Lead: Click on the lead you want to convert. The lead modal will open. Click Convert to Customer: At...