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Getting Started
Getting Started

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

Steven avatarGillian Hood avatar
By Steven and 1 other2 authors7 articles
How to add Nexl to your Bookmarks / Favorites
Where do the Contacts and Companies on my Nexl account come from?
Getting started with Nexl's Outlook add-in
Essential Concepts: My Contacts, Firm-Wide Contacts, and Relationship Partners
What's the difference between Prospects, Leads, and Opportunities?
Static Lists vs Dynamic Views
What's the difference between Admin and individual users?
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