Contacts are the main records inside NextCRM.
Each contact can include personal information, email address, status, type, list, tag, location, website, mobile number, and profile image.
How to add a contact
- Go to NextCRM → Contacts.
- Click Add New.
- Enter the required fields:
- First Name
- Status
- Contact Type
- Add optional details such as list, tag, phone, address, website, country, city, and profile image.
- Click Add Contact.
After saving, the contact will appear in the contact list.