Nexl is a unique system because of the way its automatic data capture works. Nexl connects to your email, and automatically creates a new Contact record whenever a new email address is detected in the email header (i.e. the To, From, or Cc fields). The new Contact is then enriched with additional data, like the Contact's name, job title, employer, work history, social profiles, and more.
Because the Contact's email address is the key piece of information Nexl uses—to create the Contact, monitor email and meeting activity, and map that Contact's relationships within your firm—all of the information associated with that Contact is tied to their email address.
So what happens when a Contact has 2 emails? Rather than "merging" all of the activity between both email addresses into one combined record, you can create a connection between the two emails and easily switch between them. This allows you to get more detailed information about the activity associated with each email, such as who knows a Contact through a professional email versus a personal email, or in one capacity versus another.
Read on to learn how to associate 2 emails with 1 contact and enable the Switch button!
1. Search for the name of the Contact.
2. Click on the Contact record.
3. Click the 3 dots for the 'More Actions' menu.
4. Select 'Update email' from the dropdown.
5. Search for the Contact's new email address.
If a Contact record for that email already exists in Nexl, select the Contact record from the dropdown. If the record doesn't exist, Nexl will prompt you to create a new Contact record.
6. Click the 'SET EMAIL' button.
7. Once added, the 'SWITCH' button will appear on the Contact record.
8. Clicking the 'SWITCH' button allows you to toggle between the data and activity associated with each email.
