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

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

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

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