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

Gillian Hood

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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