Search Results | 72 | Nectar Desk Knowledgebase

Agent Status: Setting Your Availability

Agent Status is a helpful way to show your entire team whether or not you are free to take a call. Nectar Desk offers seven default status settings which are Available, On a Call, Working on Other Tasks, Break, Ringing, … Continued

Active Campaign: Log Every Call

To learn how to log calls in Active Campaign using the Nectar Desk integration, watch this video: Enabling “Automatically log every call associated with Active Campaign” in the settings for Active Campaign will automatically log every call (that has … Continued

Softphone for Nectar PBX

This is an article for Nectar PBX users who would like to have it on IOS or Android device Download the App from the Google Play Store or Apple App Store. Search “GrandStream Wave” Launch App on your … Continued

Sending SMS and Email right after the call

Good news! Using our software you will be able to send SMS or Email depending on the outcome of the call Right after choosing disposition you can send a message to the customer without wasting time to manual typing To … Continued

Manage your personal CRM inside of Nectar Desk

In this article, you will get to know how to increase the productivity of your company with the help of our CRM. Customer relationship management (CRM) allows you to manage customer relationships through marketing. Nectar Desk CRM is designed to reduce … Continued

Setting up Zoho in Nectar Desk

Watch the video to know the way Nectar Desk integrates with Zoho: If you are using Zoho CRM, we have good news for you – now all your calls and SMS will be logged into Zoho in a few seconds. … Continued

Setting up Salesflare with Nectar Desk

Nectar Desk takes into consideration the preferences and needs of all our clients. From now, among the other CRM solutions we cope with, we integrate with Salesflare? Your benefits from this integration active ✔️ You can make calls to your … Continued

Bring Your Own Carrier/Number (BYOC)

Do you want to use your current phone number with Nectar Desk? It’s totally possible at Nectar Desk with the BYOC option. The use case when you may need BYOC If you want to utilize the features of Nectar Desk … Continued

Automated Call Campaigns

Automated Call Campaigns have long been a popular lead generation tactic, primarily because they create their own content that in turn can be used for inbound marketing, lead generation and can help you handle more calls without the live agents … Continued

Share your Nectar Desk Contact

Share the information about your contacts in a few clicks with Nectar Desk Share Contact button.In CRM > View all Lists near every contact there is a button that allows you to pass the information about the contact via the … Continued

Do Not Contact list

Sometimes it happens so that you don’t need to contact the particular client in terms of Calling Campaigns as you’ve already had a conversation with him. Or you’re going to initiate an Email Campaign based on the previously uploaded list, … Continued

Things you need to know about the SMS Campaign

If you’ve already got acquainted with Nectar Desk SMS Campaigns functionality and want to become a more advanced user, this article is for you.Let’s review the most common questions about the SMS Campaign. How many messages does the campaign send … Continued

Integrating Nectar Desk & Salesforce

Thanks to Nectar Desk & Salesforce integration, it becomes possible to make calls directly from your Salesforce account and have them being logged in CRM right after the call. To make the integration active, you need to have both Nectar … Continued

ActiveCampaign Tags

We’ve already spotted some light on the way Nectar Desk integrates with ActiveCampaign CRM.Today we suggest you see how to trigger the automations in ActiveCampaign based on the outcome of the phone call. Imagine one of your sales guys was … Continued

Ticketing System

Let’s get acquainted with Nectar Desk Tickets Interface As soon as you’ve created the email inbox inside of your Nectar Desk account, the Ticket functionality is fully accessible. Our tickets are very user-friendly and easy to use. Once you’ve received … Continued

Powerpack for Messaging Campaign

If you’re running the Messaging Campaign, you might face with the spam detection issue when the recipients’ carriers block the incoming texts. In our last article, we’ve prepared useful tips on how to avoid it. Today we’re going to … Continued

Tasks

Let us present you the new way of tracking the agents’ activity in Nectar Desk – the Tasks feature. Tasks give the administrators of the account the possibility to create different task categories with the ability to edit or delete … Continued

Call and SMS Logs with ActiveCampaign

Now it becomes much easier to log calls and SMS to ActiveCampaign. Thanks to the Nectar Desk integration with ActiveCampaign, log your calls and SMS details into the CRM and keep all agents’ activity under control. Just quickly integrate it … Continued

Message Scheduler

Nectar Desk Message Scheduler allows you to schedule your message for the most convenient performance. Your message will be sent at some particular date and time after configuration. Once you made up a text, you should click on SCHEDULE. Then … Continued

Shopify Integration

Shopify Integration Shopify is a cloud-based multichannel platform with tools designed for merchants to design, set up, and manage their stores. There is a set of multiple sales channels including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. … Continued

How to enable Tickets functionality

The Nectar Desk Ticket System allows ensuring efficient interpersonal communication between your customers and company staff members. This is an effective instrument to keep in touch with clients, deal with all their questions and concerns, and be at hand once … Continued

Insightly Integration

Insightly is a popular CRM software designed for small and medium-sized businesses. It helps manage contacts, tasks, projects, and sales, enhancing organizational efficiency and customer relationships. If you’d like to integrate your Nectar Desk account with Insightly, please contact our … Continued

GoHighLevel Integration

GoHighLevel is an all-in-one marketing and business management platform that offers tools for CRM, automation, website building, and marketing campaigns to streamline business processes and boost productivity. If you’d like to integrate your Nectar Desk account with GoHighLevel, please contact … Continued

Ontraport Integration

Ontraport is an all-in-one business automation platform that combines CRM, marketing, and automation tools. It streamlines operations by helping companies manage contacts, engage leads, and create targeted marketing campaigns. With its customizable features, it is a popular choice for growing … Continued

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