(Estimated time: less than 5 minutes to create the contact, its structure, and configure them)

Looking for a complete guide on managing your contacts and structures within the NextLead CRM? Here it is :

Video Tutorial

https://www.loom.com/share/4a02af81f3094d26bcdf47604edc130f?sid=b21f6da8-77e3-4396-aa04-82ec7d981ab8

Step-by-Step Guide

1. How to Add Contacts and Companies on NextLead :
   • First of all, determine which information you want to record for your contacts and companies. Then configure them in the respective “settings” tab for contacts.

Contacts settings tab

1. In these settings you can:

• Select or deselect the fields you want or don’t want,
• Set up your own custom fields (you can create collections that you assign to specific contacts):

1. Individually modify conversion statuses, their types, sectors, or lead sources.