Contacts
Contacts
This sections is designed to manage and view contact information within the Nextere platform. It provides a centralized interface for accessing details of contacts sourced from different channels.
o Core App Contacts: A Core lead refers to an agent — someone who wants to join the organisation or work under agency hierarchy.
o Name: Full name of the contact.
o Email: Contact’s email address.
o Lead Source: Origin of the lead (e.g., Facebook, google, emails, calls).
o DOB: Date of Birth (if available).
o Created Date: Date when the contact was added.
o Phone: Contact’s phone number.
Action Buttons (per row):
- 1. Call Icon: Initiates a phone call to the contact.
- 2. Activity Icon: Open an activity tracking window
- 3. Menu (three dots): Provides additional options for managing the contact.
o CRM Contacts: A CRM lead is typically someone who is interested in buying policies or products.
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