We answer all your questions without exception!
NextLead Basic Glossary:
- Structure: Company/entity associated with your contacts or with which you work. Example: Enzo from Google, where Google is the structure.
- Group: A collection of structures defined by you (list of structures).
- List: A collection of contacts defined by you (list of contacts).
- Dynamic List: A list that updates automatically based on specific criteria set (e.g., age).
- Mailing List: A dynamic list of contacts with the option to sign up through a form (e.g., newsletters).
- Sending List: A selection from all available lists (this can be a list or a dynamic list). This is not another type of list; it’s a concept to group all the lists.
FAQ
- How can I try NextLead for free?
NextLead offers a free demo with a coach, and once you’ve installed it, you only start paying when you use the features! - Does NextLead offer a free plan?
Yes, while NextLead’s module prices are flexible and very affordable, we also offer a free module to ensure everyone has access! - How do I set a reminder for one of my contacts?
Simply add an activity to your contact’s profile, and it will show up in your upcoming activities and assigned tasks in the home tab. - How many users can I add to my team on NextLead?
The number of user seats on NextLead is unlimited, so your entire team can benefit from the solution! - Is NextLead suitable for small businesses?
NextLead was designed to meet the needs of SMEs and micro-enterprises, with essential features, easy onboarding, and competitive pricing. - How do I add my payment method to the NextLead platform?
To add a card to your profile, go to the settings, click on the “Offers and Billing” tab, then “Manage my subscription,” which will take you to a page where you can add your payment method. - Is training necessary to use the tool?
The tool is designed to be simple and intuitive. As a NextLead user, you will first receive a free demo, and after installing NextLead, a coach will be available for two weeks. The Help Center also provides step-by-step guides with visual aids and video tutorials to assist you. - Is NextLead available as a mobile app?
Yes, NextLead allows you to access your data both on mobile and desktop. - Does NextLead integrate with other tools?
Yes, NextLead natively integrates with Zapier (Settings > Automation > Zapier). - Can I integrate an Excel file into my CRM?
Yes, you can import your contacts directly into NextLead or import files via the “Documents” tab.
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Can’t find what you’re looking for? Contact us at support@nextlead.app