(Estimated time: 2 minutes)
If you’ve just installed NextLead and are wondering how to create contacts and fill in their structures: It’s very simple! Here are the steps to follow:
Tip: If you want to assign a company to a contact, enter the company details first so you can assign it directly to the contact once created, saving you time.
Video Tutorial
Watch the tutorial here
Text Explanation
First, go to the “contacts”/“structures” tab on the left of the screen, then click on the “create contact”/“create structure” tab that will appear at the top right once on the dedicated page:
Once the blank page for the new contact or structure is open, fill in the necessary fields, and when you’re done, click on “create contact/structure” at the top right and bottom for structures:
And that’s it! Your new contact or structure has been created, and you will see it appear in the tables of their respective tabs.
Next Steps ⇒ Send an email to a contact