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Contacts

Managing your Contacts and leveraging your relationship data

Steven avatarGillian Hood avatar
By Steven and 1 other2 authors18 articles

Contact Records


Opening emails from an Activity Feed
What do I do when a Contact has 2 emails?
How do I reassign a Contact to a new Company?
Can I manually add an interaction with a Contact?
Managing Marketing Preferences in Nexl
How do I add Notes to a Contact or Company?
Creating Custom Activities
Setting Contacts as Private in Nexl
How do I update Contact details?
All about the Who Knows tab
How do I set a Stay in Touch reminder?
How do I manually add Contacts?

Contact Lists


How to remove a contact from My Contacts
How to Export a Contact list
Understanding Contact Badges
Creating a new Contact List
Where can I find all Contacts for a specific Company?
How to move Contacts within a Company Hierarchy
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