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FAQs

Our most frequently asked questions

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Getting Started

Learn the basics of Nexl and get set up for success!

2 authors7 articles
Video Courses

Watch and learn through quick video clips!

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Contacts

Managing your Contacts and leveraging your relationship data

4 authors22 articles
Companies

Learn about Company records and the power of company-wide data

3 authors9 articles
Opportunities

Everything you need to know about creating Opportunities and managing your pipeline

3 authors6 articles
Prospecting

How to identify new prospects and manage prospective client relationships using Nexl

2 authors4 articles
Workspaces

Learn how to leverage Projects for firm-wide collaboration

3 authors4 articles
Marketing Lists

Learn how to make the most of Nexl Marketing Lists

3 authors3 articles
Integrations

Using Nexl with Outlook and MailChimp

3 authors6 articles
Admin Users

Features and functionality exclusive to Admin users

2 authors8 articles
Use Cases

Real-life examples of how other firms are leveraging Nexl

3 authors12 articles
Release Notes

Newest Features from Nexl

2 authors16 articles
Forms

Learn how to use Nexl forms for collecting data

3 authors7 articles
Nexl Engage

Learn how to use Nexl Engage for sending Marketing Campaigns

3 authors20 articles
Nexl Mobile App

Get Started with the Nexl Mobile App

2 authors3 articles
Segmentation

Help and how-to material for segmenting companies and contacts

2 authors2 articles
Prava: The Lawyer’s AI Notetaker

Everything you need to know about Prava

1 author1 article
Objectives

Everything related to Objectives Feature in Nexl

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Key Activities

Learn all about Key Activities on Nexl

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