Nexl Help Center
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
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