Adding & Updating Contacts
Adding Contacts and Updating Details To manage the phone number, address, website, etc for any of your contacts, they can either be access from the "Contacts" tab on the top navigation bar or clicking on their name next to a property in which they are associated. Clicking on their name will take you to their Contact record where you can change information, add notes or manuaSome 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 are 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 readersTEAM PRO: The Basics of Assigning Tasks
TEAM PRO Version - The Basics of Assigning Tasks Transparency is becoming more and more important in real estate. Being able to convey a list of steps for your clients to follow during a transaction will help them to fully understand their responsibilities throughout the listing and closing process. This article points out the core basics of assigning tasks to parties. Basic 1 - Assigning Transaction Parties In Nekst, when creating an action plan, tasks are assigned by "Role" insFew 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/heFew readers