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FAQs

Our most frequently asked questions

Getting Started

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

Video Courses

Watch and learn through quick video clips!

Contacts

Managing your Contacts and leveraging your relationship data

Companies

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

Opportunities

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

Prospecting

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

Projects

Learn how to leverage Projects for firm-wide collaboration

Marketing Lists

Learn how to make the most of Nexl Marketing Lists

Integrations

Using Nexl with Outlook and MailChimp

Admin Users

Features and functionality exclusive to Admin users

Use Cases

Real-life examples of how other firms are leveraging Nexl

Release Notes

Newest Features from Nexl

Forms

Learn how to use Nexl forms for collecting data

Nexl Engage

Learn how to use Nexl Engage for sending Marketing Campaigns

Nexl Mobile App

Get Started with the Nexl Mobile App

Segmentation

Help and how-to material for segmenting companies and contacts