How to Tag Contacts by Priority
Focus your energy on the contacts that matter most
Not every contact deserves the same level of attention. NexaLink CRM lets you tag contacts by priority so you can focus your follow-up energy on the relationships and leads that will have the biggest impact.
Before You Start
- NexaLink CRM account
- Existing contacts to prioritize
Step-by-Step Guide
Define Your Priority Levels
Set up priority tags in NexaLink CRM: hot (follow up today), warm (follow up this week), cold (keep in touch).
Assess Each Contact
Review your contact list and assign a priority tag based on opportunity value, relationship potential, or urgency.
Set Priority-Based Reminders
Configure follow-up reminders that match each priority level: daily for hot, weekly for warm, monthly for cold.
Create Priority Smart Groups
Set up smart groups for each priority level so you can quickly see all hot leads or warm prospects.
Review and Adjust Weekly
Spend 10 minutes each week re-evaluating priorities as relationships evolve.
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 tag contacts by priority in just 15 minutes initial setup.
