Nexl

How to update your contacts details

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

Opening emails from an Activity Feed

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

What do I do when a Contact has 2 emails?

How to create Custom Activities to record different types of interactions

Can I manually add an interaction with a Contact?

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

Managing Marketing Preferences in Nexl

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

How do I add Notes to a Contact or Company?

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

Setting Contacts as Private in Nexl

How do I set a Stay in Touch reminder?

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

All about the Who Knows tab

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

How do I manually add Contacts?

How to (bulk) archive Contacts

A step by step guide to archive contacts in bulk using import feature

How to bulk archive contacts using import

How to sync contact details from Nexl to Outlook

Syncing Contact data from Nexl to Outlook

Habib Ullah

Candice Connellan

Jenn Gopez

Contact Records

Video Courses

Resources

Visit Nexl's e-Learning Platform

Find answers and get help from Intercom Support and Community Experts

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