Nexl

This article explains how users can create their own individual mailing list or subscribe contacts to a firm-wide mailing list.

Creating your Christmas list on Nexl

How to go beyond your existing Contact list within a client's Company record, and search for new contacts to reach out to

Searching for new Contacts within existing client accounts

Explaining the value of sector-based business development, plus a step-by-step guide on how to build a sector expansion plan on Nexl!

How to develop a sector expansion plan on Nexl

How to run a Key Client Program on Nexl

Find out how you can prepare for an event, whether in person or online, and then follow up, using the power of NEXL.

How to prepare for an event, and then follow up using NEXL CRM

Learn how you can use Nexl to better manage and keep you sector-based business development strategy on track.

How can I manage my firm's sector-based strategy on Nexl?

One of your clients requires services in a different country

Using Nexl to keep in touch with your Contacts

Add a new client to your firm's newsletter

Assign tasks, set key contacts, manage opportunities, boost cross-selling and leverage client insights.

Execute your business plans on Nexl

Learn how to build and share lists with others using My Lists

Managing your Lists with Lists

Using comments and mentions to effectively collaborate with your team on Nexl

How to collaborate with comments and mentions on Nexl

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Real-life examples of how other firms are leveraging Nexl

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Create your workspace and invite the people you work with.

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

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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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