NextAccord helps you keep track of who to follow up with next. Spend a few minutes on setup, then work day to day from Today, Contacts, Transactions, and Tasks.
Steps
- Step 1: Open Setup and complete your profile so your name and contact details appear correctly on activity and drafts.
- Step 2: If your team shares account settings, complete the business profile.Owners and admins only.
- Step 3: Add a few contacts by hand, create one transaction, and add one follow-up task so the app has real data to work with.
- Step 4: Import a larger contact list only after a small test import looks right.
- Step 5: From then on, start each day on Today and use Settings only when you need to change how the account works.
Tip: Setup remembers what you have finished, so you can stop and come back to it.
Tip: You do not have to finish every setup step before you start working — the essentials are enough.
Good to know
- Daily work lives in Today, Contacts, Transactions, Tasks, and Lead Review. Setup and configuration live in Setup and Settings.