Nexl Help Center
All Collections
Admin Users

Admin Users

Features and functionality exclusive to Admin users.

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

How do I import Contact or Company lists into Nexl?

This article explains how admin users can import any pre-existing contact or company lists into Nexl.
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

How to grant user access to another Nexl account

A step-by-step guide to using the Delegate Access feature
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

How to change a user's role

Change user roles from Individual to Admin, or vice versa
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

What's the Data Cleaner and how do I use it?

This article will help you keep your contact and company list complete and up to date, by using the data cleaner function (admin tool).
Steven avatar
Written by Steven. Updated over a week ago

How to embed 3rd-party reports into Nexl

Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

How to use Nexl's Tag Manager

Article that explains how to use the Tag Manager to better label Contacts, Companies and Opportunities
Steven avatar
Written by Steven. Updated over a week ago

Viewing archived Companies or Contacts

Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago
Nexl Help Center
  • Nexl University
  • Business of Law Community
  • Facebook
  • Twitter
  • LinkedIn