Nexl

This article explains how law firms can use the Opportunity Tracking tool to better manage their pipeline and generate related insights.

How to use Nexl for Opportunity Tracking

How to move an Opportunity to a later deal stage

Changing an Opportunity's stage

How do I change the Company associated with an Opportunity?

Getting the most out of Opportunity History and Record notes on Opportunities

How to Effectively Use Notes and History Features for Opportunities

Tips and tricks to create charts on Opportunities

How to use charts on Advanced Opportunities view

This article explains how to use the Referrals tool to manage both inbound and outbound referrals.

How to use Nexl for Referral Tracking

Learn more about how you can manage Opportunities Fields as an Admin

Admin Opportunities Field Management Section

Habib Ullah

Steven

Candice Connellan

Everything you need to know about creating Opportunities and managing your pipeline

Opportunities

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