Nexl

How to Export a Contact list

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

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

How to create Custom Activities to record different types of interactions

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

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

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

How to update details for Contact and Company records

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

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

How to create new Static or Dynamic contact lists in Nexl

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

How to change the Company a given Contact is associated with

How (and why) to add custom activities to a Contact's activity feed

How to associate 2 email addresses with 1 Contact record, and easily switch between the two.

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

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

Managing your Contacts and leveraging your relationship data

Find answers and get help from Intercom Support and Community Experts

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