Nexl

Gillian Hood

Jenn Gopez

Watch and learn through quick video clips!

Video Courses

🎥 Getting Started with Nexl

Best practices on using Nexl's Contacts feature

🎥 Managing Your Relationships

Navigating company records and discovering client insights

🎥 Accounts and Insights

How to execute your BD strategies in Nexl

🎥 Business Development

How to manage business opportunities in Nexl

🎥 Opportunities

Introductory Videos

🎥 Nexl for Admin Users

User roles and delegate accesses (proxies)

🎥 User Management for Admins

🎥 Tag Management for Admins

How to import existing lists and spreadsheets into Nexl

🎥 Importing for Admins

This guide explains how you can effectively manage your mailbox and user licenses in Nexl.

Managing your Mailbox and User License Consumption in Nexl

Admin Videos

Learn about the core building blocks in Nexl Workspaces (previously knows as Projects)

🎥 Introduction to Workspaces

How to manage Teams and Tasks within Nexl Workspaces

🎥 Workspace Teams and Tasks

Creating, viewing, and tracking Objectives in Nexl

🎥 Setting SMART Objectives

Connecting Opportunities to Workspaces to track outcomes and ROI

🎥 Linking Workspaces and Opportunities

How to upload Word docs, PDFs, presentations, emails, and more!

🎥 Adding Documents to Workspaces

Navigating company lists, contact lists, and generic lists within Workspaces

🎥 Workspace Lists

Nexl Workspaces Videos

Resources

Visit Nexl's e-Learning Platform

Find answers and get help from Intercom Support and Community Experts

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