Nexl

Habib Ullah

Candice Connellan

Jenn Gopez

Managing your Contacts and leveraging your relationship data

Contacts

How to update your contacts details

This article explains how Nexl now allows Office 365 users to view the underlying emails from within Nexl's activity feed.

Opening emails from an Activity Feed

How to create Custom Activities to record different types of interactions

Can I manually add an interaction with a Contact?

Your step-by-step guide to using Nexl's Marketing Preference Manager to track consent status and more!

Managing Marketing Preferences in Nexl

Learn about Notes, who can see them, and how to add them to a Contact or Company record.

How do I add Notes to a Contact or Company?

This article explains how you can remove and hide interactions with specific contacts.

Setting Contacts as Private in Nexl

How do I set a Stay in Touch reminder?

Everything you need to know about uncovering who knows whom between your firm and another Company.

All about the Who Knows tab

Learn how to add Contacts to Nexl (without emailing them or booking a meeting!)

How do I manually add Contacts?

How to (bulk) archive Contacts

A step by step guide to archive contacts in bulk using import feature

How to bulk archive contacts using import

How to sync contact details from Nexl to Outlook

Syncing Contact data from Nexl to Outlook

Find our more about how Phone Number Types in Nexl works

Phone Number Types in Nexl

Contact Records

Learn how to remove a contact from My Contacts without deleting them for the rest of the firm

How to remove a contact from My Contacts

How to Export a Contact list

An overview of the various types of Contact Badges you'll find when viewing contact lists in Nexl.

Understanding Contact Badges

How to create new Static or Dynamic contact lists in Nexl

Creating a new Contact List

Learn how to find all the contacts you know within a specific company.

Where can I find all Contacts for a specific Company?

Easily move Contacts within a Company Hierarchy from one company to another.

How to move Contacts within a Company Hierarchy

Learn about how to use Large List Views on Lists

Guide to Large List Views

Learn more about updates to Large List mode and Advanced Views in Q1 2026 release

List updates in Q1 2026 release

Learn more about our recent updates to Lists

Updates to Large List mode and Advanced Views on April 2026 release

Steven

Contact Lists

Video Courses

Resources

Visit Nexl's e-Learning Platform

Find answers and get help from Intercom Support and Community Experts

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