CRM contact list

Owned by hsoczniew
Last updated: Feb 22, 2023
2 min read

Here is the step to follow to have the list of all your contacts, that is the clients that you have added to the listings or transactions, or those that you have imported into NexOne Office. To know how to import contacts in NexOne here is the link to follow : https://nexone.atlassian.net/l/cp/tsLsE4Wd

To have a list of all your contacts: Contacts > CRM > Contacts

This page will open ;

If you want to edit a contact simply click on the pencil on the left of the name of the person you have information to change.

This page will open, then after making your changes simply click on ''Save and Close'';

You can also create a new contact from the interface of your list by clicking on ''create'' at the top left, fill in the information on this page which will open then ''save and close'':

 

Done!