Prospecting
How to identify new prospects and manage prospective client relationships using Nexl
4 articles
Written by Steven and Gillian Hood
How to search for and identify new prospective clients (Prospecting)
How to search for new prospective clients using Nexl's Prospecting tool.Written by Steven. Updated over a week ago
How to use Prospecting to manage your existing prospects
Learn how to search and manage your firm-wide prospects and group them into lists.Written by Steven. Updated over a week ago
Prospecting from your Dashboard
Find and add new Prospects to your prospect lists, right from your Nexl dashboard!Written by Gillian Hood. Updated over a week ago
What do I do if I can't find a Prospect Company via search?
Learn how to find prospects by manually adding a Company.Written by Gillian Hood. Updated over a week ago