Nexl

We recommend adding Nexl to your bookmarks or favorites—you're going to be using it daily, after all! Here's how to do it.

How to add Nexl to your Bookmarks / Favorites

This article will explain the automation concept that Nexl has developed so that there is very little manual data entry needed

Where do the Contacts and Companies on my Nexl account come from?

How to use Nexl inside of Outlook to access all of Nexl's data and insights right inside your email.

Getting started with Nexl's Outlook add-ins

Explaining the concept of Relationship Partners and the difference between My Contacts and Firm-Wide Contacts

Essential Concepts: My Contacts, Firm-Wide Contacts, and Relationship Partners

Learn the differences between prospects, leads, and opportunities, and how to keep track of each one on Nexl.

What's the difference between Prospects, Leads, and Opportunities?

Understand the difference between Static Lists and Dynamic Views and learn how to create them.

Static Lists vs Dynamic Views

Nexl has two user roles available: Individual and Admin. This article explains what features are available to each role.

What's the difference between Admin and individual users?

Steven

Candice Connellan

Learn the basics of Nexl and get set up for success!

Getting Started

Video Courses

Resources

Visit Nexl's e-Learning Platform

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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