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Client contacts

Every person who works at this client — HR managers, hiring managers, decision makers. Add new contacts, search, filter, and open any contact profile in one click.

Where to find it
Client profile → Contacts tab
Who can use it
Anyone with access to clients and contacts.
Direct URL
https://app.nextal.com/clients/<ID>?tab=contacts

The Contacts tab on a client profile lists every person tied to this client account. This is where you go when a recruiter asks “who’s the hiring manager for the Q1 roles at Acme?”.

The Contacts tab. Each contact has a row with name, role, and contact details.

What you see

A list of every contact attached to this client. For each contact you’ll see:

  • Name
  • Position (job title at the client)
  • Email
  • Phone

Working with contacts from here

  1. Click a contact row

    Opens the contact’s profile in the same tab.

  2. Add a new contact

    Use the toolbar action to add a new contact, pre-linked to this client.

Where contacts and clients sit together

A contact can belong to more than one client. From the contact’s profile you can see the company they work for; from this tab on the client side you see every contact at that company. The two views stay in sync — adding a contact here makes them appear on the contact profile too.

Who can do what

What you want to do

What you need

See the contacts list

Access to clients and contacts

Open a contact’s profile

Same

Add a new contact

Permission to create contacts

Tips

  • Keep position titles current. When a contact moves to a new role at the same company, update their position so the list reflects who’s currently the right person to talk to.
  • The counter on the Contacts tab is the total contact count. Click into any contact to see their email, conversations, and tasks.
  • Click the contact name on a contact card to jump to their full profile. The shortest path to the full email history with that person.