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Manage Contacts & Segments

Goal​

Create, edit, segment, and manage contacts in the Nexus CRM.

Preconditions​

  • You have access to the CRM module.

Steps​

Create a contact​

  1. Navigate to CRM → Contacts (or Customers).
  2. Click New Contact.
  3. Fill in the required fields: first name, last name, phone number (or email).
  4. Optionally set: company, city, country, source, journey stage, labels.
  5. Click Save.

Edit a contact​

  1. Click on a contact in the list to open the detail/360 view.
  2. Edit any field directly.
  3. Changes are saved automatically or on confirmation.

Apply labels​

  1. Open the contact detail view.
  2. In the Labels section, click Add Label.
  3. Select from existing labels or create a new one.
  4. Labels are immediately applied and visible in the contact list for filtering.

Build a segment​

  1. Navigate to CRM → Segments (or use the Segment Builder).
  2. Click New Segment.
  3. Define filter criteria:
    • By label (e.g., "VIP", "wholesale")
    • By journey stage (e.g., "lead", "customer")
    • By location (city, country)
    • By activity (last order date, last message date)
    • By source (e.g., "shopify", "whatsapp")
  4. Preview the segment (see matching contacts count).
  5. Save the segment. It can be used for targeted campaigns.

Customer 360 view​

  1. Click any contact to open the Customer 360 view.
  2. See all interactions in one place: orders, conversations, calls, touchpoints, notes.
  3. Use this view for contextual support and relationship management.

Expected result​

  • Contacts are organized with labels and journey stages.
  • Segments provide dynamic lists for targeted communication.
  • The 360 view gives a complete picture of each customer relationship.

Common issues​

IssueResolution
Duplicate contactsUse the merge feature or check for existing contacts before creating. The crm-customer-resolver helps auto-merge Shopify synced customers.
Segment returns no resultsLoosen the filter criteria. Check that contacts have the required fields populated.