CRM App - Contact Management

Contacts are the foundation of NexaLink CRM. This guide covers every way to add, organize, search, and manage your professional contacts.

Adding Contacts

Manual Entry

1. Tap the + button on any screen
2. Fill in the contact fields (see full list below)
3. Add tags and notes for context
4. Tap Save

Import from Phone

1. Go to Settings > Import > Phone Contacts
2. Grant address book permissions when prompted
3. Browse or search your phone contacts
4. Select the contacts you want to import (or tap Select All)
5. Tap Import Selected
6. Imported contacts are tagged with "Phone Import" automatically

Import from NexaLink Scanner

1. Go to Settings > Integrations > NexaLink Scanner
2. Connect your Scanner account (same login credentials)
3. All scanned contacts sync automatically
4. New scans appear in the CRM within seconds

Import from CSV

1. Go to Settings > Import > CSV File
2. Select your CSV file from device storage or cloud drives
3. Map CSV columns to CRM fields (the app auto-maps common headers)
4. Review the preview showing the first 5 contacts
5. Tap Import to process all rows
6. Imported contacts are tagged with "CSV Import" and the file name

CSV Format Requirements

Your CSV should include headers. Supported column names:

first_name, last_name, email, phone, mobile, company, title, website, linkedin, tags, notes

Download a template from Settings > Import > CSV > Download Template.

Contact Fields

Fields marked "Auto" are set by the system and update automatically.

Editing and Updating Contacts

1. Open any contact profile
2. Tap the Edit button (pencil icon)
3. Modify any field
4. Tap Save

Bulk Edit

1. Go to Contacts tab
2. Tap Select (top right)
3. Choose multiple contacts
4. Tap Bulk Actions to:
   • Add tags to all selected
   • Remove tags from all selected
   • Delete all selected
   • Export all selected

Tags and Categories

Tags are the primary way to organize contacts by context.

Creating Tags

• Type a new tag name when adding or editing a contact
• Tags are created on the fly; no setup needed
• Tags are case-insensitive ("Client" and "client" are the same)

Suggested Tag Categories

Managing Tags

Go to Settings > Tags to:

• View all tags and contact counts
• Rename tags (updates across all contacts)
• Delete unused tags
• Merge duplicate tags

Search and Filter

Search

The search bar on the Contacts tab searches across:

• First and last name
• Company name
• Email address
• Phone number
• Tags
• Notes content

Results appear as you type with instant filtering.

Filters

Tap the Filter icon to narrow results by:

• Tags: Select one or more tags
• Source: Scanned, imported, manual, Gmail, LinkedIn
• Relationship Status: Active, Warm, Cold, New
• Date Added: Last 7 days, 30 days, 90 days, custom range
• Has Email: Yes/No
• Has Phone: Yes/No

Filters can be combined. For example: tag "investor" + source "conference" + added in last 30 days.

Saved Filters

Save frequently used filter combinations:

1. Apply your filters
2. Tap Save Filter
3. Name it (e.g., "Recent Investors")
4. Access saved filters from the filter menu

Relationship Scoring

Each contact has a relationship score from 0 to 100 that reflects how strong and active the relationship is.

What Affects the Score

Score Ranges

How to Improve a Score

• Send a follow-up message
• Log a call or meeting
• Act on AI follow-up suggestions
• Add notes from recent conversations

Favorites and Follow-Up Lists

Favorites

Star contacts to add them to your Favorites list:

1. Open a contact profile
2. Tap the Star icon
3. Access all favorites from Contacts > Favorites tab

Favorites appear at the top of your opportunity feed and get priority in AI suggestions.

Follow-Up List

Contacts flagged for follow-up appear in a dedicated list:

1. Open a contact and tap Flag for Follow-Up
2. Set a follow-up date (optional)
3. Access the list from Home > Follow-Ups Due

When you complete a follow-up, mark it as done to clear it from the list and boost the relationship score.

FAQ

Q: Can I import contacts from Google Contacts directly?
A: Yes, through the Gmail integration (Pro and Premium plans). Go to Settings > Integrations > Gmail to connect and import.

Q: What happens if I import a duplicate contact?
A: The app detects potential duplicates during import and gives you the option to merge, skip, or save as new for each match.

Q: Is there a limit to how many tags I can create?
A: No. Create as many tags as you need.

Q: Can I see which contacts I have not interacted with recently?
A: Yes. Filter by Relationship Status "Cold" or "Dormant", or ask the AI Chat: "Who haven't I talked to in the last month?"

Q: How does the app know about my interactions?
A: Interactions are tracked through Gmail integration (email), manual logging (calls, meetings), and NexaLink Scanner sync (new scans). You can also log interactions manually from any contact profile.