Nexl

Gillian Hood

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

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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