What's the difference between "My Contacts" and "Firm-Wide Contacts"?
Nexl uses data from your email server to build your list of Contacts and Companies. When we refer to "My Contacts" and "My Companies" (versus Firm-Wide Contacts and Companies), we're talking about those Contacts and Companies with whom you've directly communicated (whether via email or meeting).
Accessing your personal Contacts
Both individual and Admin users have a section called MY CONTACTS at the very top of the left-side navigation menu. To access your personal Contacts, click the Contacts tab in the MY CONTACTS section.
Accessing a list of your clients
To see a list of your clients, go to the Companies tab under MY CONTACTS. When you open your Companies page, the first tab you'll land on is MY COMPANIES—a list of all of the Companies you've personally interacted with.
Right next to the MY COMPANIES tab is a tab called CLIENTS. As you'll see, this tab automatically filters all your Companies to only display the ones that have been marked as Clients.
You'll also see two additional tabs Nexl automatically creates for you—REFERRAL SOURCE and PROSPECTS. (For more information on those tabs, check out this help article on setting Company types.)
What is a Relationship Partner?
"Relationship Partner" is a term Nexl uses to describe the partner at a law firm who is primarily responsible for a relationship.
Different firms define Relationship Partners in different ways—sometimes it's the lawyer who first brought the client in, sometimes it's the lawyer who works with the client most, sometimes it's something else altogether! That's why the Relationship Partner for a given Company is one of the few things you have to enter manually.
How do I set a Relationship Partner for a Company?
1. Click on the Company record for the relevant Company.
2. On the left side panel, click the dropdown titled Relationship Partner.
3. Search for and select the person you want to designate as the Relationship Partner.
Creating a list of Companies where you're the Relationship Partner