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


Revenue Operations
How to use Projects, Tasks, Objectives, and Marketing Lists to complete your RevOps strategy

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

