Nexl automatically creates Companies and Contacts based on your lawyers' and staff's email and calendar activities—but, there may be some Contacts you want to add to Nexl who you haven't had any interactions with yet. Follow the steps below to manually create a Contact record!
1. Go to the All Contacts tab under the FIRM WIDE section of the left-side panel.
2. Click the ADD CONTACT button in the top right corner of your screen.
3. Type the new Contact's email address.
In Nexl, the most important field is a Contact's email address. You cannot add a Contact without an email address.
The email address will automatically assign a Contact to the correct Company record. If the Company associated with the email domain doesn't exist yet, Nexl will automatically create a Company record as soon as the new Contact is saved.
4. Click the SAVE button.
Once you click "Save," Nexl's data enrichment will automatically add any additional information available about the Contact, like job title, location, work history, or social media profiles.
Don't forget, you can also add new Contacts simply by sending them an email!