Nexl

How to update your contacts details

Managing Personal Contacts in Nexl

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 create Custom Activities to record different types of interactions

Can I manually add an interaction with a Contact?

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

Find our more about how Phone Number Types in Nexl works

Phone Number Types in Nexl

Habib Ullah

Jenn Gopez

Candice Connellan

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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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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