Contacts & Leads
Capture, review, organize, and assign the people you follow up with.
- Add and organize your contactsContacts hold the people you follow up with. Add them by hand or import a CSV, then use status, type, source, and temperature to keep the list easy to scan.
- Import contacts from a CSVUpload a CSV to bring many contacts in at once. NextAccord previews the file, maps columns to fields, flags values that do not match your lists, and lets you resolve duplicates before anything is saved.
- Save views and work from contact queuesA saved view stores a set of contact filters you use often. Contact queues are ready-made lists — system queues like hot leads or overdue follow-up, plus your own — for working a batch of people at once.
- Review and accept new leadsLead Review is where new lead information waits until you decide to turn it into a contact, update an existing contact, or reject it.
- Set up where your leads come fromLeads reach Lead Review through three sources: a routing email address you forward to, rules on a connected mailbox, and website or form sources from domains you approve.
- Use AI Assistance on a contactOn a contact, AI Assistance can draft follow-up wording, suggest a next action, or summarize the relationship. Every result is advisory and needs your review.
Still need help?
Contact your NextAccord coordinator or email support@nextaccord.com.