Contacts
Managing your Contacts and leveraging your relationship data
16 articles
Written by Gillian Hood and Steven


How to Export a Contact list
Download a CSV of a Contact list on Nexl
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.
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.
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
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.
Written by Steven. Updated over a week ago
How do I update Contact details?
How to update details for Contact and Company records
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!)
Written by Steven. Updated over a week ago
How do I set a Stay in Touch reminder?

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.
Written by Steven. Updated over a week ago
Create a new Contact List
How to create new Static or Dynamic contact lists in Nexl
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.
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
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
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.
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
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.
Written by Steven. Updated over a week ago