Create a contact

Where to find it

Top menu → Contacts → Add contacts button

Who can use it

Team members who can create contacts

Direct URL

https://app.nextal.com/contacts

Add a new contact from the Contacts list. Clicking Add contacts opens a side panel where you fill in the contact’s details and save.

Screenshot pendingThe Add contact side panel showing fields for First Name, Last Name, Position, Email, Phone Number, and Preferred Language, with Cancel and Save buttons in the footer.

The Add contacts panel. Fill in the required fields and click Save.

How to open it

In the top menu, click Contacts.
Click the Add contacts button in the top-right toolbar.
The panel slides in from the right.

What you fill in

Field	Required	Notes
First Name	Yes
Last Name	Yes
Position	Yes	The contact’s job title
Email	No	Must be a valid email address if provided
Phone Number	No
Preferred Language	No	Defaults to the first available language

What happens on save

Clicking Save creates the contact and navigates you directly to the new contact’s profile page. If the save fails, the panel remains open.

The new contact starts with the Active status, and you are its contact manager. Everything else is completed on the contact profile:

the status — click the chip beside the name to switch to Inactive or No longer with the company;
the contact manager, if someone else owns the relationship;
the preferred channel, the department and the tags, in the Profile tab;
with the CRM module, the mobile, fax, alternate email, address, priority, source and referred by.

Tips

Position is required. Unlike email and phone, the Position field must be filled before the form will submit.
Many contacts at once? Use the bulk import: status, company, tags and notes can come straight from your spreadsheet.
You can also create contacts from a client page. When viewing a client’s profile, the Contacts tab has its own Add contact button that creates a contact already linked to that client.