After activating the license, review the basic settings before using NextCRM.
This helps you configure how contacts, lists, tags, campaigns, and forms will work inside your WordPress dashboard.
Recommended basic setup:
- Create your first contact list
- Create useful tags
- Set default contact type
- Set default contact status
- Choose default contact table columns
- Enable quick contact preview if needed
- Configure import and assignment settings
You can manage most of these options from:
NextCRM → Settings