Introducing the My Lists page—a streamlined way to easily find, create and share lists in Nexl.
The My Lists page centralizes all your lists in one convenient location, making it easy to view, access, and manage everything in one place.
Getting Started
My Lists is a new navigation item for all users of Nexl.
Create a List
Navigate to the My Lists page under the Personal menu, where you can easily create a new list. Just select the type—contacts, companies, or a generic list—and give it a name to get started.
Share a List
After creating your list, sharing it is simple. Just click More options, invite the team member, and they’ll receive a notification with access to the list instantly.
Open a List
There are 2 ways to open a List.
If it’s a workspace list it will open within the Workspace
If’s it’s not a workspace list it will open directly form the My Lists page.
Find a List
The My Lists page makes it easy to find any list you have access to. Use Created by Me to view your own lists, Shared with Me for lists others have shared with you, and Recently Viewed Lists to quickly access Marketing, Workspace, and App Lists you've recently opened. Can’t find a list? Simply search for it by name, or filter by Workspace or App name under Workspace or App Lists.
Managing Permissions
You can also remove share for someone in a List by simply clicking more options and clicking Access tab and removing the user. Once you remove the Share Access, users will lose access to the list and will not see the List under their My Lists.
Important Information about each List View
If your list relates to a Workspace, we recommend that you always create it in that Workspace as you won’t be able to move it to a workspace if created in the My Lists module.
Only includes contact, company, generic, and duplicate contact lists, not activity lists
Lists that have been opened/viewed by the user will appear in the top 25 lists to appear in the lists section
Any other lists that are not displayed in the top 25 last viewed can be Search Lists section
Create List Button Allows creation of contact, company, generic, or duplicate contact lists |
NOTE: these are the only types of lists that are displayed in the ‘Shared with Me’ section. |
Search Lists Allows you to search for any list you have access to |
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Shared with Me Displays lists that are shared with you |
Note: If a colleague shares a list directly from a workspace, app or marketing list, it will NOT be displayed in this section. |
Marketing Lists Shows most recent 25 lists that you have viewed |
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Apps Lists Shows most recent 25 lists that you have viewed |
Note: Will only display App lists that you are either a team member, owner or a firm wide App. |
Workspaces Shows most recent 25 lists that you have viewed |
Note: Will only display App lists that you are either a team member, owner or a firm wide Workspace. |