How to Create Contact Groups
Segment your network for smarter, targeted communication
Contact groups let you segment your network for targeted outreach, organized follow-ups, and better relationship management. NexaLink CRM makes creating and managing groups effortless.
Before You Start
- NexaLink CRM account
- Tagged contacts for grouping
Step-by-Step Guide
Navigate to Groups
Open NexaLink CRM and go to the Groups section in the sidebar or contacts menu.
Choose Group Type
Select manual group (hand-pick members) or smart group (auto-populate based on tags and rules).
Set Group Criteria
For smart groups, define rules like 'tag contains Tech' and 'priority is hot' to auto-populate.
Name and Save
Give your group a clear, descriptive name and save it.
Use Groups for Outreach
Send group emails, export to campaign tools, or set group-wide follow-up reminders.
Why This Matters
AI Follow-up Suggestions
Get smart reminders on who to contact and when.
Relationship Scoring
See which connections need attention at a glance.
Context Recall
Never forget where you met someone or what you discussed.
Network Analytics
Weekly insights on your network health.
Pro Tips
Expert advice to get the most out of this workflow
Related Features
Smart follow-up suggestions
Track connection strength
Remember every conversation
Track where you met contacts
Network health reports
Auto-fill contact details
Frequently Asked Questions
How does relationship scoring work?
Our AI analyzes interaction frequency and engagement to score each relationship.
Will it remind me to follow up?
Yes! Smart suggestions based on relationship score and time since last contact.
Does it sync with other NexaLink apps?
Yes! Scanner and Digital Card contacts sync automatically.
Ready to Try It?
Follow this guide and create contact groups in just 3 minutes per group.
