--- title: Create CRM description: Create CRM --- [Skip to content](https://knowledge.nexone.ca/en-ca/create-crm#main-content) English - Canada Show submenu for translations [![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) Open main navigation Close main navigation - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) - English - Canada Show submenu for translations - [Free Webinars](https://nexone.ca/) [Free Webinars](https://nexone.ca/) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Contact (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#contact-not-updated-old-version) January 20, 2026 # Create CRM How to create a new contact: **Contacts \> Create CRM**![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-02-54-04-8513-PM.png?width=1905&height=914&name=image-png-Jan-20-2026-02-54-04-8513-PM.png) This page will open, fill in your client's profile:![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-03-13-16-9546-PM.png?width=1911&height=944&name=image-png-Jan-20-2026-03-13-16-9546-PM.png)   **Share** contact :**Private:** only you **Public:** everyone in the brokerage **Office staff:** you and your office admins **Internal agents:** you and your brokerage agents **Contributors** You can decide to share it with one or more collaborators of your brokerage by putting their name in the left column. ![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-03-00-42-2219-PM.png?width=670&height=321&name=image-png-Jan-20-2026-03-00-42-2219-PM.png) **Mortgage** section ![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-03-03-28-1250-PM.png?width=1902&height=912&name=image-png-Jan-20-2026-03-03-28-1250-PM.png) **Potential buyer** section: If your customer is a potential buyer you can enter their information in this section.![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-03-04-35-4259-PM.png?width=1907&height=912&name=image-png-Jan-20-2026-03-04-35-4259-PM.png) **Relationships** section You can associate your client with one of your contacts in case it is another contact who introduced him to you. click on **+add** a link, this page will open and you will be able to associate your new client with another one: ![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-03-07-37-3552-PM.png?width=1920&height=931&name=image-png-Jan-20-2026-03-07-37-3552-PM.png) **Classifications** section You can check off classifications for it.![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-03-09-37-6788-PM.png?width=1901&height=942&name=image-png-Jan-20-2026-03-09-37-6788-PM.png) **Address** section![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-03-14-52-3902-PM.png?width=1905&height=909&name=image-png-Jan-20-2026-03-14-52-3902-PM.png) **Phones**  section![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-03-17-29-8724-PM.png?width=1898&height=913&name=image-png-Jan-20-2026-03-17-29-8724-PM.png) **Emails** section![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-03-19-02-5686-PM.png?width=1905&height=906&name=image-png-Jan-20-2026-03-19-02-5686-PM.png) **History** section Shows you who created the contact and who last modified it.![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-03-20-08-7430-PM.png?width=1905&height=917&name=image-png-Jan-20-2026-03-20-08-7430-PM.png) Once you have entered all the desired information, click on '' **save and close** '' at the top of the page. Your new customer will now be part of your contact list.![](https://knowledge.nexone.ca/hs-fs/hubfs/image-png-Jan-20-2026-03-24-49-7520-PM.png?width=1893&height=938&name=image-png-Jan-20-2026-03-24-49-7520-PM.png) Completed!   - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#main-content) - [General](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#general) - [Accounts & Billings](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#accounts-billings) - [Clients](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#clients) - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#transactions) - [Documents and Forms](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#documents-and-forms) - [Electronic Signatures](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#electronic-signatures) - [Activities](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#activities) - [Calendars and Scheduling](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#calendars-and-scheduling) - 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