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Prospecting from your Dashboard
Prospecting from your Dashboard

Find and add new Prospects to your prospect lists, right from your Nexl dashboard!

Gillian Hood avatar
Written by Gillian Hood
Updated over a week ago

With Nexl's powerful search bar right on your main dashboard, it's never been easier to find and add new Prospects! Follow the steps below to learn how to add Prospects to your prospecting lists, right from your main dashboard.

1. Go to your main Dashboard on Nexl.

Go to your main Dashboard on Nexl.

2. Type the name of the company in the search bar.

In addition to searching within Company records you've already added, Nexl will also perform a public internet search for companies that match your query.

Type the name of the company in the search bar.

3. Click the name of the company you're looking for.

As soon as you click, Nexl will automatically create a Company record that you can add to your prospects list.

Click the name of the company you're looking for.

4. Use the Prospects tab to find contact information for individuals within the Company.

Once Nexl has found their contact details, it will automatically create a new Contact record.

Use the Prospects tab to find contact information for individuals within the Company.

5. Click the VIEW CONTACT button.

From the Contact record, you can add the prospect to your Contacts, create Tasks, add them to lists, and more!

Click the VIEW CONTACT button.
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