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Contacts

Managing your Contacts and leveraging your relationship data

16 articles
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Written by Gillian Hood and Steven

How to Export a Contact list

Download a CSV of a Contact list on Nexl
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Written by Gillian Hood. Updated over a week ago

How to move Contacts within a Company Hierarchy

Easily move Contacts within a Company Hierarchy from one company to another.
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Written by Gillian Hood. Updated over a week ago

All about the Who Knows tab

Everything you need to know about uncovering who knows whom between your firm and another Company.
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Written by Steven. Updated over a week ago

Can I manually add an interaction with a Contact?

How to create Custom Activities to record different types of interactions
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Written by Gillian Hood. Updated over a week ago

Where can I find all Contacts for a specific Company?

Learn how to find all the contacts you know within a specific company.
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Written by Steven. Updated over a week ago

How do I update Contact details?

How to update details for Contact and Company records
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Written by Steven. Updated over a week ago

How do I manually add Contacts?

Learn how to add Contacts to Nexl (without emailing them or booking a meeting!)
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Written by Steven. Updated over a week ago

How do I set a Stay in Touch reminder?

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Written by Steven. Updated over a week ago

Setting Contacts as Private in Nexl

This article explains how you can remove and hide interactions with specific contacts.
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Written by Steven. Updated over a week ago

Create a new Contact List

How to create new Static or Dynamic contact lists in Nexl
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Written by Gillian Hood. Updated over a week ago

How do I add Notes to a Contact or Company?

Learn about Notes, who can see them, and how to add them to a Contact or Company record.
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Written by Steven. Updated over a week ago

How do I reassign a Contact to a new Company?

How to change the Company a given Contact is associated with
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Written by Gillian Hood. Updated over a week ago

Creating Custom Activities

How (and why) to add custom activities to a Contact's activity feed
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Written by Gillian Hood. Updated over a week ago

What do I do when a Contact has 2 emails?

How to associate 2 email addresses with 1 Contact record, and easily switch between the two.
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Written by Gillian Hood. Updated over a week ago

How to remove a contact from My Contacts

Learn how to remove a contact from My Contacts without deleting them for the rest of the firm
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Written by Gillian Hood. Updated over a week ago

Opening emails from an Activity Feed

This article explains how Nexl now allows Office 365 users to view the underlying emails from within Nexl's activity feed.
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Written by Steven. Updated over a week ago