Nexus Finance
Platform Overview
- Standard Sync Timings (CONTROL)
- Notes
- How to get the most out of Goose CoPilot
- Standard Sync Timings (Cinch)
- Standard Sync Timings (Tronia)
- Standard Sync Timings (Oakland)
Grower / Customer Portal
- Customer Actions on the Energy Tile
- Static Customer Portal Forms
- John Deere Financial - Customer Portal
- Examples of Customer Notifications
- Setting Up Autopay in the Customer Portal and Team Hub
- Assist Your Customers with Scheduled Payments
Dashboard & Clients
- Payment History Page
- Clients tab vs Accounts tab
- Managing Clients via Bulk Actions
- Editing Client Contact Information
- Overview of Tags
- How to Send Bulk Client Messages
Admin
- Smart Product Suggestions in the Customer Portal
- Customize Roles & Permissions for your Team
- Update Internal User Contact Information
- Processing Fees Overview (Finix)
- Payouts Overview (Finix)
- What to Do When an Employee Leaves
Quotes, Orders, Products
- AgVend Planning Tools
- Order Status Definitions
- Collect Client Payments for Orders from Team Hub
- Using the Team Hub as Point of Sale System
- Quote Status Definitions
- How to Create a New Order for Customers
Marketing
- Using Template Variables in Marketing Messages
- Marketing Inbox Messages: Rich Text Formatting
- Upcoming Communications Calendar
- Creating and Uploading Banner Images
- Automating Cash Bid Messages
- How to Unsubscribe from Marketing Communications