(Estimated time : 2 minutes)

If you’ve just installed NextLead and are wondering how to create contacts and link them to their organizations just follow these steps :

Tip: If you plan to assign a company to a contact, start by filling in the organization information first. That way, you’ll be able to assign it directly when creating the contact — and save time!

Video tutorial

https://www.loom.com/share/d29133d41137444cae6b56f99dc5cc92?sid=029333b3-cc1e-48d7-818a-1c8e936d35ee

Step-by-Step Guide

1. First, go to the "Contacts" or "Organizations" tab on the left side of the screen. Then, click on "Create a contact" or "Create an organization" at the top right of the dedicated page :

Contacts page

Organizations page

1. Once the empty contact or organization page is open, simply fill in the fields you need. When you’re done, exit the profile by clicking the X in the top right corner:

1. And that's it! Your new contact or company is now created, and you can find them in their respective tabs.