Customize workspace

This workspace lets you configure many different features all in one place. You can manage different features in NexJ CRM through the following tabs:

Categories

Create, edit, or delete categories.

Custom Fields

Create, edit, or delete custom fields.

Lists

Create, edit, or delete saved lists.

User Lists

Create, edit, or delete user lists.

Client Coverage Groups

Create, edit, or delete client coverage groups.

Activity Plans

Create, edit, copy, or delete activity plan templates.

Business Processes

Create, edit, copy, delete, activate, deactivate, export, or import business process templates or flow templates.

Task Management

Create, edit, or delete task templates, which automatically assign tasks to one or many users.

Call Management

Create, edit, or delete contact center reasons for inbound calls; create, edit, copy, activate, deactivate, or delete call script templates.

Lead Management

Create and manage distribution rule sets, which control how leads can be automatically distributed to owners; create and manage scoring rules, which determine how leads are scored; create and manage lead call scripts, which users can follow when calling their leads; associate sales concepts with call scripts.

Rules

Create, edit, or delete system rule sets.

Form Library

Create, edit, copy, delete, activate, deactivate, export, or import flow templates.

Opportunity Management

Create, edit, or delete opportunity coverage groups; create, edit, activate, deactivate, or delete opportunity templates.

Products

Create, edit, or delete products, which can be associated with opportunities.

Turned Off Notifications

View the notifications that users have turned off and turn notifications on again for users.

Event Management

Create, edit, or delete event coverage groups and event availability templates.

Account Mapping

Create, edit, delete, activate, or inactivate trading accounts, each of which is mapped to an institution.

Research Subject Management

Create, edit, or delete research subjects.

Service Request Management

Create, edit, or delete service request templates.