How to Organize Contacts by Event
Find any contact by the event where you connected
After attending multiple events, your contact list can get overwhelming. NexaLink CRM lets you tag and group contacts by event so you can easily filter and follow up with the right people at the right time.
Before You Start
- NexaLink CRM account
- Contacts from events to organize
Step-by-Step Guide
Create an Event Tag
Before or during the event, create a tag with the event name (e.g., 'CES 2025' or 'TechCrunch Disrupt').
Tag Contacts as You Meet Them
When scanning a card or adding a contact, apply the event tag immediately.
Add Sub-Tags for Context
Use additional tags like 'hot lead,' 'potential partner,' or 'speaker' for finer organization.
Create a Smart Group
Set up a smart group that automatically collects all contacts with the event tag.
Use the Group for Follow-Up
Filter by your event smart group to send targeted follow-ups or export for email campaigns.
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 organize contacts by event in just 2 minutes per event.
