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Getting Started

Getting Started

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

7 articles
Steven avatarGillian Hood avatar
Written by Steven and Gillian Hood

How to add Nexl to your Bookmarks / Favorites

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.
Steven avatar
Written by Steven. Updated over a week ago

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

This article will explain the automation concept that Nexl has developed so that there is very little manual data entry needed
Steven avatar
Written by Steven. Updated over a week ago

Getting started with Nexl's Outlook add-in

How to use Nexl inside of Outlook to access all of Nexl's data and insights right inside your email.
Steven avatar
Written by Steven. Updated over a week ago

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

Explaining the concept of Relationship Partners and the difference between My Contacts and Firm-Wide Contacts
Steven avatar
Written by Steven. Updated over a week ago

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

Learn the differences between prospects, leads, and opportunities, and how to keep track of each one on Nexl.
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

Static Lists vs Dynamic Views

Understand the difference between Static Lists and Dynamic Views and learn how to create them.
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

What's the difference between Admin and individual users?

Nexl has two user roles available: Individual and Admin. This article explains what features are available to each role.
Steven avatar
Written by Steven. Updated over a week ago