(estimated time : 15-20 minutes)
If you've just installed NextLead, here’s a quick step-by-step guide to discover and test the key features to get started!
Once you're logged into your NextLead account, you'll land on the home page where you'll find your assigned activities, your subscription details, and getting started videos :
Home page
The first essential step to start using NextLead is to add your contacts and companies into their respective sections. You can either add them manually or import them via a file.
Follow the guided steps to complete this task here.
You can now organize your contacts into lists, and companies (or organizations) into groups for better segmentation. You can also create mailing lists for your future email campaigns or automated workflows.
You can also create activities to keep track of your contacts by adding them directly to their profiles. When setting up your NextLead account, make sure to log the relevant activities for each contact to keep your ongoing tasks up to date. Just follow these steps.
Learn here how to send an email to a contact through NextLead to get started. Later on, you’ll be able to create email campaigns or newsletters for multiple contacts.
For a more advanced setup, here's how to build an automation flow using the CRM to organize your tasks and save time.