Adding & Updating Contacts
Adding Contacts and Updating Details Nekst gives you several ways to add contacts and keep their information organized. You can add contacts while launching a new Transaction, inside any active Transaction, or directly from the Contacts page. You can also upload multiple contacts at once through a CSV import. This article walks you through each method and explains how contact records work. How to View and Edit an Existing Contact You can open a contact record from two different places:Few readersContacts Page
Contacts To manage all of the contacts that are associated with every property in Nekst, click on the "Contacts" tab in the top navigation bar. Your list of contacts is ordered alphabetically by first name and can be searched. At the top are the following metrics: Total Contacts - this represents all Contacts in your account Contacts Added in the Last 30 DaysFew readersWorking with Transaction Parties
Working with Transaction Parties You can add and remove transaction parties for every property that you create in Nekst. ADDING TRANSACTION PARTIES AT THE TIME OF LAUNCH When creating your property for the first time, there is a 4-step process before you can begin checking off tasks. The last step is adding those transaction parties who will be receiving email communication, SMS messages or are simply being listed for quick reference. (https://storage.crisp.chat/users/helpFew readers