We're thrilled to announce a major update to the Opportunity Contacts tab in Nexus CRM that’s designed to make your workflow smoother, faster, and more intuitive. The new contact cards bring clarity and convenience, allowing you to see essential details at a glance without diving into individual records.

What’s New?

Here’s how the revamped Opportunity Contacts tab can help you stay on top of your game:

Streamlined Contact Organization

• Two dedicated sections:
  • Applicants: Includes Primary Applicant, Applicant, and Guarantor contact types.
  • Other Contacts: Includes all other contact types, neatly separated for better organization.

More Informative Contact Cards

The redesigned cards now display:

• Full name (including middlename) and Preferred name for easier identification.
• Email Address: The email address opens your email client application on click.
• Phone numbers and Email addresses, making communication a breeze.
• Mailing Address, Date of Birth, and Age (if provided), giving you crucial client insights.
• Linked Opportunities: Instantly see if a contact is linked to other opportunities.
• Action Icons:
  • Send Email: Quickly start an email with one click, using internal Nexus email sending functionality.
  • Send SMS: Open the SMS dialog effortlessly.
  • Unlink Contact: Remove contacts with confirmation for better control.

Improved Visual Design

• Applicant cards are bordered in dark blue for quick identification.
• Non-applicant contacts use a light blue border for a clean, distinct look.
• Companies are now easily distinguishable with a unique icon and a visible trading name.

Dynamic Contact Management

• Quickly update contact types (e.g., Applicant to Property Manager), and watch as cards automatically move between sections.
• For Asset Finance opportunities, a new dropdown for the housing situation adds flexibility.

Why You'll Love It

With the redesigned contact cards, you’ll save time, reduce clicks, and manage your client relationships with ease. It’s all about giving you the tools to focus on what you do best—delivering exceptional service to your clients.

Try It Out Today!

Log in to Nexus CRM and explore the new Opportunity Contact Cards. We’d love to hear what you think! Share your feedback and suggestions through the Idea Portal. Your input drives the innovation we bring to the platform in next stages of the broader change.

Nexus Product Team