Here, you’ll find all the steps and tips to set up and manage your contacts and companies within your NextLead CRM.

1. Setting up

Add contacts and structures to your CRM

How to send an e-mail to a contact

Create a list and add contacts to it

2. Aditionnal features

Assign an activity to a contact

Add a document to a contact

How to import contacts in the CRM

3. Advanced features

How to customize your contacts’ fields