Getting Started | Nekst Help Desk

New User Account Set Up

Setting up your Profile, Signature & Daily Notifications
When you first create your account, you will be asked to create your profile in Nekst. Most of the information requested is standard contact info, but here are a few items to note: Update your profile at anytime You can change your contact information, signature or convert the account to a different team member by modifying the details in the profile. You can also upload each team members photo for a better user experience. Managing Notifications - Nekst Daily Activity Email NFew readers
Adding your Market
Getting Started with Markets in Nekst We’ve replaced Detail Box Sets with the new Markets feature — making it faster than ever to get started in Nekst. With Markets, you don’t have to build everything from scratch. Instead, choose your market and Nekst instantly provides: Pre-built Detail Boxes with the key dates, details, and contract information for your area. Custom Workflows of tasks, emails, and SMS messages that match your local listing and purchase contracts.Few readers
Choosing the Right Roles
Determine Roles In Nekst, Roles define the part that each person plays in a transaction. Roles can be applied to: Transaction Parties (e.g., Buyer, Seller, Lender) Team Members (e.g., Assistant, Transaction Coordinator) Why Roles Matter Consistency – Everyone in your business uses the same language for who does what. Automation – Workflows send emails, texts, and tasks to the right people automatically. Flexibility – You can create customFew readers
Accounting for Holidays
Accounting for Holidays Nekst lets you automatically adjust deadlines to account for Federal Holidays in the US or Canada. When this feature is enabled, all deadlines are pushed out by one additional day if they fall on a Federal Holiday. ⚠️ Important: Only use this feature if your contract agreement specifically exempts holidays from deadlines. How to Enable Holiday Adjustments Go to your Account Settings. Select your countryFew readers
Creating the Right Task Groups
Task Groups Overview A Task Group is a set of tasks that share the same label and work together to form a process inside a Workflow. Think of it as a folder that keeps related tasks organized. You can create your own labels and edit or remove existing ones. Each Task Group can be given a custom color so it’s easy to identify in long lists. Task Groups can be used across any Transaction Type. They’re especially helpful when a certain part of a transaction doesn’Few readers
Managing Information you Track using Detail Boxes
Detail Boxes Detail Boxes are the individual pieces of information that you store for each type of transaction. Nekst is designed for users to manage transactions and processes that fall under 6 different categories. We call these 6 categories, "Types": Listings Pending Buyers Pending Sellers Pending Dual Active Buyer Other (Processes) For each Type, you typically want to track different information. For Listings, you don't need to track pending details since you are not underFew readers

Using Nekst

Building a Workflow(s) for a Listing
If your listing process feels too long or confusing, you’re not alone. Many agents try to fit everything — from prepping for a listing appointment to going under contract — into one massive workflow. But here’s the truth 👇 The most successful users in Nekst break their listing process into three smaller, more manageable workflows. This keeps your timelines clear, your start and end dates accurate, and your processes easy to follow. ✳️ Workflow 1: Pre-Appointment Workflow ThisFew readers