Accessing your contact and company records is easy. There are 2 ways to find contacts and companies within your Nexl database.
1. Search for contacts and companies by name
If you are searching for specific contact or company and you know the name, following the following steps:
Navigate to the the quick search function on your home dashboard
Simply type the contacts or companies name and click on the results
Contact: This is an existing contact in your Nexl database.
Company: This is an existing company record in your Nexl database
Suggested Company: This is a public internet search and the company is not yet part of your Nexl database. If you select a Suggested Company, Nexl will automatically create a new company record and mark it as "Prospect".
2. Search for contacts and companies using the Client Prospecting functionality
If you don't know the name and simply want to search for a list of companies from a specific country or industry, you should use Client Prospecting Tool.
You can find a more detailed description on how to use Client Prospecting here: https://app.intercom.com/a/apps/drtw4fxi/articles/articles/5403830/show