# Nexl Help Center

> Nexl Help Center

## English

### FAQs

- [How does Nexl work?](https://help.nexl.cloud/en/articles/6913281-how-does-nexl-work.md): Understanding Nexl's email connector and data enrichment
- [What information can Nexl access?](https://help.nexl.cloud/en/articles/6913302-what-information-can-nexl-access.md): An overview of the data Nexl can \(and can't\) see.
- [How do I search for specific Contacts and Companies?](https://help.nexl.cloud/en/articles/4981663-how-do-i-search-for-specific-contacts-and-companies.md): Learn how to search for specific Contact and Company records, and how to search based on industry or country filters.
- [How do I change which Company a Contact is associated with?](https://help.nexl.cloud/en/articles/6143300-how-do-i-change-which-company-a-contact-is-associated-with.md): Moving a Contact from one Company to another
- [Why can't I log out or change my account details?](https://help.nexl.cloud/en/articles/6133405-why-can-t-i-log-out-or-change-my-account-details.md)
- [Nexl Industries: Full List](https://help.nexl.cloud/en/articles/8474592-nexl-industries-full-list.md): A complete list of the industries Nexl uses to enrich Company records.

### Getting Started

- [How to add Nexl to your Bookmarks / Favorites](https://help.nexl.cloud/en/articles/5442362-how-to-add-nexl-to-your-bookmarks-favorites.md): We recommend adding Nexl to your bookmarks or favorites—you're going to be using it daily, after all! Here's how to do it.
- [Where do the Contacts and Companies on my Nexl account come from?](https://help.nexl.cloud/en/articles/5309806-where-do-the-contacts-and-companies-on-my-nexl-account-come-from.md): This article will explain the automation concept that Nexl has developed so that there is very little manual data entry needed
- [Getting started with Nexl's Outlook add-ins](https://help.nexl.cloud/en/articles/5360613-getting-started-with-nexl-s-outlook-add-ins.md): How to use Nexl inside of Outlook to access all of Nexl's data and insights right inside your email.
- [Essential Concepts: My Contacts, Firm-Wide Contacts, and Relationship Partners](https://help.nexl.cloud/en/articles/5309953-essential-concepts-my-contacts-firm-wide-contacts-and-relationship-partners.md): Explaining the concept of Relationship Partners and the difference between My Contacts and Firm-Wide Contacts
- [What's the difference between Prospects, Leads, and Opportunities?](https://help.nexl.cloud/en/articles/6503067-what-s-the-difference-between-prospects-leads-and-opportunities.md): Learn the differences between prospects, leads, and opportunities, and how to keep track of each one on Nexl.
- [What's the difference between Admin and individual users?](https://help.nexl.cloud/en/articles/5309748-what-s-the-difference-between-admin-and-individual-users.md): Nexl has two user roles available: Individual and Admin. This article explains what features are available to each role.

### Video Courses

- [🎥 Getting Started with Nexl](https://help.nexl.cloud/en/articles/8002339-getting-started-with-nexl.md): A legal CRM—but better!
- [🎥 Managing Your Relationships](https://help.nexl.cloud/en/articles/8002366-managing-your-relationships.md): Best practices on using Nexl's Contacts feature
- [🎥 Accounts and Insights](https://help.nexl.cloud/en/articles/8002397-accounts-and-insights.md): Navigating company records and discovering client insights
- [🎥 Business Development](https://help.nexl.cloud/en/articles/8002415-business-development.md): How to execute your BD strategies in Nexl
- [🎥 Opportunities](https://help.nexl.cloud/en/articles/8002433-opportunities.md): How to manage business opportunities in Nexl
- [🎥 Nexl for Admin Users](https://help.nexl.cloud/en/articles/8002444-nexl-for-admin-users.md): Introduction to Admin functionality
- [🎥 User Management for Admins](https://help.nexl.cloud/en/articles/8002447-user-management-for-admins.md): User roles and delegate accesses \(proxies\)
- [🎥 Tag Management for Admins](https://help.nexl.cloud/en/articles/8002453-tag-management-for-admins.md): Creating, managing, and bulk adding Tags
- [🎥 Importing for Admins](https://help.nexl.cloud/en/articles/8002455-importing-for-admins.md): How to import existing lists and spreadsheets into Nexl
- [Managing your Mailbox and User License Consumption in Nexl](https://help.nexl.cloud/en/articles/11743766-managing-your-mailbox-and-user-license-consumption-in-nexl.md): This guide explains how you can effectively manage your mailbox and user licenses in Nexl.
- [🎥 Introduction to Workspaces](https://help.nexl.cloud/en/articles/8002518-introduction-to-workspaces.md): Learn about the core building blocks in Nexl Workspaces \(previously knows as Projects\)
- [🎥 Workspace Teams and Tasks](https://help.nexl.cloud/en/articles/8002520-workspace-teams-and-tasks.md): How to manage Teams and Tasks within Nexl Workspaces
- [🎥 Setting SMART Objectives](https://help.nexl.cloud/en/articles/8002522-setting-smart-objectives.md): Creating, viewing, and tracking Objectives in Nexl
- [🎥 Linking Workspaces and Opportunities](https://help.nexl.cloud/en/articles/8002524-linking-workspaces-and-opportunities.md): Connecting Opportunities to Workspaces to track outcomes and ROI
- [🎥 Adding Documents to Workspaces](https://help.nexl.cloud/en/articles/8002525-adding-documents-to-workspaces.md): How to upload Word docs, PDFs, presentations, emails, and more!
- [🎥 Workspace Lists](https://help.nexl.cloud/en/articles/8002526-workspace-lists.md): Navigating company lists, contact lists, and generic lists within Workspaces

### Contacts

- [How to update your contacts details](https://help.nexl.cloud/en/articles/11900696-how-to-update-your-contacts-details.md)
- [Managing Personal Contacts in Nexl](https://help.nexl.cloud/en/articles/11980756-managing-personal-contacts-in-nexl.md)
- [Opening emails from an Activity Feed](https://help.nexl.cloud/en/articles/5797856-opening-emails-from-an-activity-feed.md): This article explains how Nexl now allows Office 365 users to view the underlying emails from within Nexl's activity feed.
- [Can I manually add an interaction with a Contact?](https://help.nexl.cloud/en/articles/6672586-can-i-manually-add-an-interaction-with-a-contact.md): How to create Custom Activities to record different types of interactions
- [How do I add Notes to a Contact or Company?](https://help.nexl.cloud/en/articles/4982507-how-do-i-add-notes-to-a-contact-or-company.md): Learn about Notes, who can see them, and how to add them to a Contact or Company record.
- [Setting Contacts as Private in Nexl](https://help.nexl.cloud/en/articles/5698663-setting-contacts-as-private-in-nexl.md): This article explains how you can remove and hide interactions with specific contacts.
- [How do I set a Stay in Touch reminder?](https://help.nexl.cloud/en/articles/5385824-how-do-i-set-a-stay-in-touch-reminder.md)
- [All about the Who Knows tab](https://help.nexl.cloud/en/articles/5477291-all-about-the-who-knows-tab.md): Everything you need to know about uncovering who knows whom between your firm and another Company.
- [How do I manually add Contacts?](https://help.nexl.cloud/en/articles/4981379-how-do-i-manually-add-contacts.md): Learn how to add Contacts to Nexl \(without emailing them or booking a meeting!\)
- [How to \(bulk\) archive Contacts](https://help.nexl.cloud/en/articles/8823772-how-to-bulk-archive-contacts.md)
- [How to bulk archive contacts using import](https://help.nexl.cloud/en/articles/9213731-how-to-bulk-archive-contacts-using-import.md): A step by step guide to archive contacts in bulk using import feature
- [Syncing Contact data from Nexl to Outlook](https://help.nexl.cloud/en/articles/9266746-syncing-contact-data-from-nexl-to-outlook.md): How to sync contact details from Nexl to Outlook
- [Phone Number Types in Nexl](https://help.nexl.cloud/en/articles/14319274-phone-number-types-in-nexl.md): Find our more about how Phone Number Types in Nexl works
- [How to remove a contact from My Contacts](https://help.nexl.cloud/en/articles/6386509-how-to-remove-a-contact-from-my-contacts.md): Learn how to remove a contact from My Contacts without deleting them for the rest of the firm
- [How to Export a Contact list](https://help.nexl.cloud/en/articles/6836827-how-to-export-a-contact-list.md): Download a CSV of a Contact list on Nexl
- [Understanding Contact Badges](https://help.nexl.cloud/en/articles/7888858-understanding-contact-badges.md): An overview of the various types of Contact Badges you'll find when viewing contact lists in Nexl.
- [Where can I find all Contacts for a specific Company?](https://help.nexl.cloud/en/articles/4982347-where-can-i-find-all-contacts-for-a-specific-company.md): Learn how to find all the contacts you know within a specific company.
- [How to move Contacts within a Company Hierarchy](https://help.nexl.cloud/en/articles/6792837-how-to-move-contacts-within-a-company-hierarchy.md): Easily move Contacts within a Company Hierarchy from one company to another.
- [Guide to Large List Views](https://help.nexl.cloud/en/articles/13155258-guide-to-large-list-views.md): Learn about how to use Large List Views on Lists
- [List updates in Q1 2026 release](https://help.nexl.cloud/en/articles/14319560-list-updates-in-q1-2026-release.md): Learn more about updates to Large List mode and Advanced Views in Q1 2026 release
- [Updates to Large List mode and Advanced Views on April 2026 release](https://help.nexl.cloud/en/articles/14395814-updates-to-large-list-mode-and-advanced-views-on-april-2026-release.md): Learn more about our recent updates to Lists

### Companies

- [How to create a Company Hierarchy](https://help.nexl.cloud/en/articles/6792714-how-to-create-a-company-hierarchy.md): Keep track of holding / subsidiary, franchisor / franchisee, or HQ / branch relationships by creating a Company Hierarchy
- [How to Export a Company list](https://help.nexl.cloud/en/articles/6836969-how-to-export-a-company-list.md): Download a CSV of a Company list on Nexl
- [How do I manually add a Company?](https://help.nexl.cloud/en/articles/4981366-how-do-i-manually-add-a-company.md): Learn how to manually create a Company record.
- [How do I set a Company type?](https://help.nexl.cloud/en/articles/4981914-how-do-i-set-a-company-type.md): Learn how to better organise your company records by labelling according to their function or purpose to the firm.
- [All about Relationship Partners](https://help.nexl.cloud/en/articles/6236399-all-about-relationship-partners.md): Learn about Relationship Partners, how to set them, and how to find the Companies for which you're the designated Relationship Partner.
- [How to view a Company Activity Feed](https://help.nexl.cloud/en/articles/6613464-how-to-view-a-company-activity-feed.md): Get a combined view of activity from every Contact within a Company.
- [Guide for Company Locations](https://help.nexl.cloud/en/articles/10197011-guide-for-company-locations.md)
- [Company Merge Data Guide](https://help.nexl.cloud/en/articles/12576861-company-merge-data-guide.md)
- [Company Activity Feed: Improved Experience Guide](https://help.nexl.cloud/en/articles/14264064-company-activity-feed-improved-experience-guide.md): Learn more about improved Company Activity Feed

### Opportunities

- [How to use Nexl for Opportunity Tracking](https://help.nexl.cloud/en/articles/5281194-how-to-use-nexl-for-opportunity-tracking.md): This article explains how law firms can use the Opportunity Tracking tool to better manage their pipeline and generate related insights.
- [Changing an Opportunity's stage](https://help.nexl.cloud/en/articles/6255699-changing-an-opportunity-s-stage.md): How to move an Opportunity to a later deal stage
- [How do I change the Company associated with an Opportunity?](https://help.nexl.cloud/en/articles/6236354-how-do-i-change-the-company-associated-with-an-opportunity.md)
- [How to Effectively Use Notes and History Features for Opportunities](https://help.nexl.cloud/en/articles/8905500-how-to-effectively-use-notes-and-history-features-for-opportunities.md): Getting the most out of Opportunity History and Record notes on Opportunities
- [How to use charts on Advanced Opportunities view](https://help.nexl.cloud/en/articles/8929217-how-to-use-charts-on-advanced-opportunities-view.md): Tips and tricks to create charts on Opportunities
- [How to use Nexl for Referral Tracking](https://help.nexl.cloud/en/articles/9043705-how-to-use-nexl-for-referral-tracking.md): This article explains how to use the Referrals tool to manage both inbound and outbound referrals.
- [Admin Opportunities Field Management Section](https://help.nexl.cloud/en/articles/14319591-admin-opportunities-field-management-section.md): Learn more about how you can manage Opportunities Fields as an Admin

### Prospecting

- [How to search for and identify new prospective clients \(Prospecting\)](https://help.nexl.cloud/en/articles/5403830-how-to-search-for-and-identify-new-prospective-clients-prospecting.md): How to search for new prospective clients using Nexl's Prospecting tool.
- [How to use Prospecting to manage your existing prospects](https://help.nexl.cloud/en/articles/5297711-how-to-use-prospecting-to-manage-your-existing-prospects.md): Learn how to search and manage your firm-wide prospects and group them into lists.
- [Prospecting from your Dashboard](https://help.nexl.cloud/en/articles/6255717-prospecting-from-your-dashboard.md): Find and add new Prospects to your prospect lists, right from your Nexl dashboard!
- [What do I do if I can't find a Prospect Company via search?](https://help.nexl.cloud/en/articles/6255722-what-do-i-do-if-i-can-t-find-a-prospect-company-via-search.md): Learn how to find prospects by manually adding a Company.

### Workspaces

- [How to use the Workspaces tool on Nexl](https://help.nexl.cloud/en/articles/5592377-how-to-use-the-workspaces-tool-on-nexl.md): Learn how you can benefit from our workspace management tool.
- [What are views and how to use them](https://help.nexl.cloud/en/articles/8915273-what-are-views-and-how-to-use-them.md): Learn all about views and how you can use views to streamline your work
- [Rollup Fields on Workspaces](https://help.nexl.cloud/en/articles/11823998-rollup-fields-on-workspaces.md): What are Rollup Fields and how to use them
- [What are Tasks, where can I create them and how should I use them?](https://help.nexl.cloud/en/articles/5309997-what-are-tasks-where-can-i-create-them-and-how-should-i-use-them.md): This article provides information on how to use tasks in NEXL.

### Marketing Lists

- [How to use Marketing Lists to create static and dynamic lists](https://help.nexl.cloud/en/articles/4982526-how-to-use-marketing-lists-to-create-static-and-dynamic-lists.md): Create lists for newsletters, events, and marketing campaigns using Nexl's Marketing Lists.
- [Dynamic Marketing Lists](https://help.nexl.cloud/en/articles/14319432-dynamic-marketing-lists.md): Learn more about Dynamic Marketing Lists and how to use them for campaigns
- [How to use the List Cleaner](https://help.nexl.cloud/en/articles/9609638-how-to-use-the-list-cleaner.md): Learn about List cleaner, email deliverability risks it helps identify and how to use it with Nexl Engage
- [Guide for Exclusion Rules](https://help.nexl.cloud/en/articles/10196852-guide-for-exclusion-rules.md)
- [Marketing Preference Manager \(for Admins\)](https://help.nexl.cloud/en/articles/14319540-marketing-preference-manager-for-admins.md): Guide to configuring Marketing Preferences in Nexl as an Admin

### Integrations

- [Add a Contact to a list from Outlook](https://help.nexl.cloud/en/articles/6255707-add-a-contact-to-a-list-from-outlook.md): How to add people to Contact lists, Marketing lists, and Workspaces with Nexl's Outlook add-in.
- [Latest Updates to Outlook Add-In](https://help.nexl.cloud/en/articles/7855750-latest-updates-to-outlook-add-in.md): Our Outlook Add-In has a brand new look—learn what's new and how to make the most of it!
- [How do I send emails to my marketing lists?](https://help.nexl.cloud/en/articles/4982807-how-do-i-send-emails-to-my-marketing-lists.md): Learn how to use your marketing lists to send emails by exporting contacts.
- [Integrating Mailchimp and Nexl](https://help.nexl.cloud/en/articles/5477400-integrating-mailchimp-and-nexl.md): Nexl connects directly with Mailchimp, the most widely-used email marketing platform, for a more seamless marketing campaigns.
- [Can I add LinkedIn contacts to Nexl?](https://help.nexl.cloud/en/articles/6672493-can-i-add-linkedin-contacts-to-nexl.md): Learn how to export your LinkedIn contacts and import them into Nexl.
- [Nexl ↔ Concep Integration](https://help.nexl.cloud/en/articles/11660521-nexl-concep-integration.md): Enable seamless contact and list synchronization between Nexl and Concep

### Admin Users

- [Granting Delegate Access](https://help.nexl.cloud/en/articles/6284861-granting-delegate-access.md): A step-by-step guide to using the Delegate Access feature
- [How to change a user's role](https://help.nexl.cloud/en/articles/6408073-how-to-change-a-user-s-role.md): Change user roles from Individual to Admin, or vice versa
- [How to embed 3rd-party reports into Nexl](https://help.nexl.cloud/en/articles/6236372-how-to-embed-3rd-party-reports-into-nexl.md)
- [How to use Nexl's Tag Manager](https://help.nexl.cloud/en/articles/5798070-how-to-use-nexl-s-tag-manager.md): Article that explains how to use the Tag Manager to better label Contacts, Companies and Opportunities
- [How to use delegate \(i.e. proxy\) access](https://help.nexl.cloud/en/articles/9043854-how-to-use-delegate-i-e-proxy-access.md): How to log into another user's account when you've been granted delegate access
- [Guide for Custom User Roles](https://help.nexl.cloud/en/articles/10197029-guide-for-custom-user-roles.md): Get started with Custom User Roles to tailor permissions to your needs
- [Data Cleaner for Admins](https://help.nexl.cloud/en/articles/8062976-data-cleaner-for-admins.md): Learn about Nexl's Data Cleaner.
- [Nexl Webapp – Visual Refresh](https://help.nexl.cloud/en/articles/14190256-nexl-webapp-visual-refresh.md): Find out more about the visual update coming soon in April 2026 release!
- [Importing Your Data with our new guided import experience](https://help.nexl.cloud/en/articles/15509730-importing-your-data-with-our-new-guided-import-experience.md): Learn more about how to use the updated import experience in Nexl
- [Managing Former Employees Data \(Archiving, Purging, and Offboarding\)](https://help.nexl.cloud/en/articles/16777590-managing-former-employees-data-archiving-purging-and-offboarding.md): What archiving and purging actually do, which data is removed, which data remains, and the steps that stop a removed employee from reappearing in your tenant.

### Release Notes

- [Nexl Updates - June 2026](https://help.nexl.cloud/en/articles/15427913-nexl-updates-june-2026.md): See what's new in our June 2026 release ✨
- [Nexl Updates - April 2026](https://help.nexl.cloud/en/articles/14319601-nexl-updates-april-2026.md): See what's new in our April 2026 release ✨
- [Q4 2025 Release Notes](https://help.nexl.cloud/en/articles/13154879-q4-2025-release-notes.md): See what's new in our Q4 2025 release ✨
- [Q3 2025 Release Notes](https://help.nexl.cloud/en/articles/12410441-q3-2025-release-notes.md): See what's new in our Q3 2025 release ✨
- [Q2 2025 Release Notes](https://help.nexl.cloud/en/articles/11657726-q2-2025-release-notes.md): See what's new in our Q2 2025 release ✨
- [Q2 2025 Product Release Highlights](https://help.nexl.cloud/en/articles/11657701-q2-2025-product-release-highlights.md): Highlights from our Q2 Release!
- [Q1 2025 Full Release Notes](https://help.nexl.cloud/en/articles/10832580-q1-2025-full-release-notes.md): See what's new in our Q1 2025 release ✨
- [Q1 2025 Product Release Highlights](https://help.nexl.cloud/en/articles/10832407-q1-2025-product-release-highlights.md): Highlights from our Q1 Release!
- [Nexl Updates - December 2024](https://help.nexl.cloud/en/articles/10220890-nexl-updates-december-2024.md): See what's new in our December 2024 release ✨
- [Nexl Updates - September 2024](https://help.nexl.cloud/en/articles/9936695-nexl-updates-september-2024.md): See what's new in our September 2024 release ✨
- [Release Notes Sep - Nexl Mobile App](https://help.nexl.cloud/en/articles/9896856-release-notes-sep-nexl-mobile-app.md): Nexl App version 2.1.30 release notes and our Gen-AI policy on AI summary
- [Nexl updates - August 2024](https://help.nexl.cloud/en/articles/9759156-nexl-updates-august-2024.md): See what's new in our August 2024 release ✨
- [Nexl updates - July 2024](https://help.nexl.cloud/en/articles/9560717-nexl-updates-july-2024.md): See what's new in our July 2024 release ✨
- [Nexl updates - June 2024](https://help.nexl.cloud/en/articles/9284089-nexl-updates-june-2024.md): See what's new in this special June 2024 release ✨
- [Nexl Updates - May 2024](https://help.nexl.cloud/en/articles/9213728-nexl-updates-may-2024.md): See what's new in our May 2024 release ✨
- [Nexl updates - Mar 2024](https://help.nexl.cloud/en/articles/8997991-nexl-updates-mar-2024.md): See what's new in our March 2024 release ✨
- [Nexl updates - Feb 2024](https://help.nexl.cloud/en/articles/8897154-nexl-updates-feb-2024.md): See what's new in Nexl in our February 2024 release ✨
- [Nexl updates - Jan 2024](https://help.nexl.cloud/en/articles/8798568-nexl-updates-jan-2024.md): See what's new in Nexl in our Jan 2024 release ✨

### Use Cases

- [Creating your Christmas list on Nexl](https://help.nexl.cloud/en/articles/5729365-creating-your-christmas-list-on-nexl.md): This article explains how users can create their own individual mailing list or subscribe contacts to a firm-wide mailing list.
- [Searching for new Contacts within existing client accounts](https://help.nexl.cloud/en/articles/5884770-searching-for-new-contacts-within-existing-client-accounts.md): How to go beyond your existing Contact list within a client's Company record, and search for new contacts to reach out to
- [How to develop a sector expansion plan on Nexl](https://help.nexl.cloud/en/articles/6672602-how-to-develop-a-sector-expansion-plan-on-nexl.md): Explaining the value of sector-based business development, plus a step-by-step guide on how to build a sector expansion plan on Nexl!
- [How to run a Key Client Program on Nexl](https://help.nexl.cloud/en/articles/6672638-how-to-run-a-key-client-program-on-nexl.md)
- [How to prepare for an event, and then follow up using NEXL CRM](https://help.nexl.cloud/en/articles/5442268-how-to-prepare-for-an-event-and-then-follow-up-using-nexl-crm.md): Find out how you can prepare for an event, whether in person or online, and then follow up, using the power of NEXL.
- [How can I manage my firm's sector-based strategy on Nexl?](https://help.nexl.cloud/en/articles/5368810-how-can-i-manage-my-firm-s-sector-based-strategy-on-nexl.md): Learn how you can use Nexl to better manage and keep you sector-based business development strategy on track.
- [One of your clients requires services in a different country](https://help.nexl.cloud/en/articles/5403820-one-of-your-clients-requires-services-in-a-different-country.md)
- [Using Nexl to keep in touch with your Contacts](https://help.nexl.cloud/en/articles/5542930-using-nexl-to-keep-in-touch-with-your-contacts.md)
- [Add a new client to your firm's newsletter](https://help.nexl.cloud/en/articles/5403836-add-a-new-client-to-your-firm-s-newsletter.md)
- [Execute your business plans on Nexl](https://help.nexl.cloud/en/articles/5277888-execute-your-business-plans-on-nexl.md): Assign tasks, set key contacts, manage opportunities, boost cross-selling and leverage client insights.
- [Managing your Lists with Lists](https://help.nexl.cloud/en/articles/9794125-managing-your-lists-with-lists.md): Learn how to build and share lists with others using My Lists
- [How to collaborate with comments and mentions on Nexl](https://help.nexl.cloud/en/articles/9794549-how-to-collaborate-with-comments-and-mentions-on-nexl.md): Using comments and mentions to effectively collaborate with your team on Nexl

### Forms

- [What are Forms?](https://help.nexl.cloud/en/articles/8448664-what-are-forms.md): Learn how Nexl Forms work and how to leverage them.
- [Understanding Forms Workflows](https://help.nexl.cloud/en/articles/9068041-understanding-forms-workflows.md): Making the most of form workflows to automate event emails and list management
- [Notifications on Form Submissions in Nexl](https://help.nexl.cloud/en/articles/11660485-notifications-on-form-submissions-in-nexl.md): How to set up automated notifications for form submissions
- [Form Waitlist Workflow](https://help.nexl.cloud/en/articles/11824044-form-waitlist-workflow.md): How to enable waitlist on Nexl forms
- [Using Nexl Form Events for Google Analytics Tracking, Iframe Resizing, and More](https://help.nexl.cloud/en/articles/11990639-using-nexl-form-events-for-google-analytics-tracking-iframe-resizing-and-more.md): Using Nexl Form submit event for custom actions on embedded Nexl forms
- [How to use Form Expiry Workflow in Nexl](https://help.nexl.cloud/en/articles/12413719-how-to-use-form-expiry-workflow-in-nexl.md): Learn how you can expire a form in Nexl
- [Enabling Web Push Notifications](https://help.nexl.cloud/en/articles/12988736-enabling-web-push-notifications.md): Web push notifications are a great way to stay updated on important tasks or messages. This guide walks you through the process of enabling web push notifications on macOS and Windows PC.
- [Nexl Form Custom CSS Styling](https://help.nexl.cloud/en/articles/15250854-nexl-form-custom-css-styling.md): You can fully tailor the visual layout, typography, colors, and behavior of your forms to match your brand identity by injecting custom CSS.

### Nexl Engage

- [Introducing Nexl Engage](https://help.nexl.cloud/en/articles/9759155-introducing-nexl-engage.md): Get familiar with Nexl Engage email editor.
- [How to Create an Email Template](https://help.nexl.cloud/en/articles/9768266-how-to-create-an-email-template.md): Building Your First Template in Nexl Engage
- [How to Create an Email Campaign](https://help.nexl.cloud/en/articles/9290949-how-to-create-an-email-campaign.md): Learn more about creating email campaigns Nexl Engage
- [How to Download Nexl Engage Campaign HTML and PDF](https://help.nexl.cloud/en/articles/9846708-how-to-download-nexl-engage-campaign-html-and-pdf.md): Learn how to download your email campaigns as HTML or PDF files. Easily access and manage your campaign files for review, testing, or archival purposes.
- [Adding a 'View in a Browser' Link to Your Email Campaigns](https://help.nexl.cloud/en/articles/9843322-adding-a-view-in-a-browser-link-to-your-email-campaigns.md): Improve the accessibility of your email campaigns by including a 'View in Browser' link.
- [Editing Images in Nexl Engage Email Editor](https://help.nexl.cloud/en/articles/9862937-editing-images-in-nexl-engage-email-editor.md): Enhance and personalize images without leaving the email editor.
- [How to use the Text Formatting Toolbar in Nexl Engage Email editor](https://help.nexl.cloud/en/articles/9862394-how-to-use-the-text-formatting-toolbar-in-nexl-engage-email-editor.md): Understanding text formatting toolbar in Nexl Engage Email Editor
- [Understanding Nexl Engage Campaign Analytics](https://help.nexl.cloud/en/articles/9885314-understanding-nexl-engage-campaign-analytics.md): Understand how to interpret Nexl Engage Campaign Analytics
- [Creating Jump Links and Footnotes in Email Templates](https://help.nexl.cloud/en/articles/9950705-creating-jump-links-and-footnotes-in-email-templates.md): Quick guide to creating internal links in your template for fast access to key info, avoiding the need to scroll through the entire email.
- [How to Use Custom Fields as Merge Tags](https://help.nexl.cloud/en/articles/9880980-how-to-use-custom-fields-as-merge-tags.md): This guide will walk you through the simple steps to create and utilize custom merge tags in your workspace.
- [Managing Rows and Columns](https://help.nexl.cloud/en/articles/9874388-managing-rows-and-columns.md): How to easily build emails using rows and columns on Nexl Engage
- [Common Outlook Rendering Issues for Nexl Engage Emails](https://help.nexl.cloud/en/articles/10019849-common-outlook-rendering-issues-for-nexl-engage-emails.md): Potential issues that could be encountered in older versions of Outlook and recommendations for fixes
- [Re-sending Campaigns to Past Recipients in Continuous Sending Mode](https://help.nexl.cloud/en/articles/11696088-re-sending-campaigns-to-past-recipients-in-continuous-sending-mode.md): Learn about resending campaigns to past recipients
- [Managing Your Email Campaigns](https://help.nexl.cloud/en/articles/11754174-managing-your-email-campaigns.md): This article provides a detailed guide on how to manage your campaigns, including scheduling sending, handling drafts, and other options.
- [Nexl Engage Analytics Update Q2 2025 release](https://help.nexl.cloud/en/articles/11812283-nexl-engage-analytics-update-q2-2025-release.md): Find out more about the latest update to campaign analytics on Nexl Engage
- [Nexl Calendar Link Generator](https://help.nexl.cloud/en/articles/12017295-nexl-calendar-link-generator.md): This guide will help you understand and use the Nexl Calendar Link Generator.
- [How to use Preheaders with Nexl Engage](https://help.nexl.cloud/en/articles/12398601-how-to-use-preheaders-with-nexl-engage.md): Using Email Pre-headers to enhance campaign engagemenet
- [How to add Vimeo Videos to Your Email Campaigns](https://help.nexl.cloud/en/articles/12896033-how-to-add-vimeo-videos-to-your-email-campaigns.md)
- [How to Apply Filtered Contact Lists for Campaign Recipient Lists](https://help.nexl.cloud/en/articles/12998739-how-to-apply-filtered-contact-lists-for-campaign-recipient-lists.md): Send follow-up emails based on dynamic filters.
- [Email Marketing Campaign Permissions: How Access & Locking Work](https://help.nexl.cloud/en/articles/14319327-email-marketing-campaign-permissions-how-access-locking-work.md): Getting started with row level access and locking on Email Marketing Campaigns
- [How to Resize and Crop Image](https://help.nexl.cloud/en/articles/15052596-how-to-resize-and-crop-image.md): Learn how to use image editing tools to resize and crop images for your campaign.
- [Dynamic content in follow-up email campaigns](https://help.nexl.cloud/en/articles/15429406-dynamic-content-in-follow-up-email-campaigns.md): Send smarter campaigns and follow-ups based on conditional logic.

### Nexl Mobile App

- [Downloading and Installing Nexl Mobile App](https://help.nexl.cloud/en/articles/10109867-downloading-and-installing-nexl-mobile-app.md)
- [Overview of Nexl Mobile App](https://help.nexl.cloud/en/articles/10095640-overview-of-nexl-mobile-app.md): Quick summary of the Nexl Mobile app features
- [Guide for Mobile AI](https://help.nexl.cloud/en/articles/10197418-guide-for-mobile-ai.md): How to access AI tools in the Nexl mobile App

### Segmentation

- [Guide for Advanced Filters](https://help.nexl.cloud/en/articles/10196989-guide-for-advanced-filters.md)
- [Guide for Advanced Views](https://help.nexl.cloud/en/articles/13155197-guide-for-advanced-views.md): Learn about Advanced Views and how to use them

### Objectives

- [Understanding Objective Progress Tracking in Nexl](https://help.nexl.cloud/en/articles/13139337-understanding-objective-progress-tracking-in-nexl.md): Quickly scan objective progress and understand what each color means.

### Key Activities

- [Key Activities](https://help.nexl.cloud/en/articles/12536461-key-activities.md): Learn about Key Activities and how to use them
- [Log external events as a key activity](https://help.nexl.cloud/en/articles/15440290-log-external-events-as-a-key-activity.md): How to track and log external events as key activities in Nexl

### Nexl AI Suite

- [Getting started with Nexl AI](https://help.nexl.cloud/en/articles/14606970-getting-started-with-nexl-ai.md): This quick‑start guide shows you where to find Nexl AI, what it can do, and how to get value in minutes.
- [Nexl AI Suite – FAQs](https://help.nexl.cloud/en/articles/14607072-nexl-ai-suite-faqs.md)
- [Company Research Reports](https://help.nexl.cloud/en/articles/14648605-company-research-reports.md): Help you quickly create high quality company briefs for partners, BD, and research teams.

### Release Guide

- [Nexl's Tips & Tricks for each Release Cycle](https://help.nexl.cloud/en/articles/14652236-nexl-s-tips-tricks-for-each-release-cycle.md): A living guide that maps each feature release to practical tips your team can use immediately which is updated every release cycle.

## Français

### FAQs

- [Comment fonctionne Nexl?](https://help.nexl.cloud/fr/articles/6913281-comment-fonctionne-nexl.md): Comprendre le connecteur de courriel et l'enrichissement des données de Nexl
- [Quelles informations Nexl peut-elle consulter?](https://help.nexl.cloud/fr/articles/6913302-quelles-informations-nexl-peut-elle-consulter.md): Un aperçu des données que Nexl peut \(et ne peut pas\) voir.
- [Comment rechercher des Contacts et des Entreprises spécifiques?](https://help.nexl.cloud/fr/articles/4981663-comment-rechercher-des-contacts-et-des-entreprises-specifiques.md): Apprenez à rechercher des enregistrements spécifiques de Contacts et d’Entreprises, ainsi qu’à effectuer des recherches en utilisant des filtres par industrie ou pays.
- [Comment changer l'entreprise associée à un contact?](https://help.nexl.cloud/fr/articles/6143300-comment-changer-l-entreprise-associee-a-un-contact.md): Déplacer un contact d'une entreprise à une autre

### Premiers Pas

- [Comment ajouter Nexl à vos favoris ou marque-pages](https://help.nexl.cloud/fr/articles/5442362-comment-ajouter-nexl-a-vos-favoris-ou-marque-pages.md): Nous vous recommandons d’ajouter Nexl à vos favoris ou marque-pages—vous l’utiliserez quotidiennement, après tout ! Voici comment procéder.
- [D'où viennent les conta](https://help.nexl.cloud/fr/articles/5309806-d-ou-viennent-les-conta.md): Cet article explique le concept d'automatisation que Nexl a développé afin qu'il n'y ait que très peu d'entrées de données manuelles nécessaires.
- [Comment utiliser Nexl dans Outlook pour accéder à toutes les données et informations de Nexl à l'intérieur de votre courriel](https://help.nexl.cloud/fr/articles/5360613-comment-utiliser-nexl-dans-outlook-pour-acceder-a-toutes-les-donnees-et-informations-de-nexl-a-l-interieur-de-votre-courriel.md): Comment utiliser Nexl dans Outlook pour accéder à toutes les données et informations de Nexl directement dans votre courrier électronique.
- [Concepts essentiels : Mes contacts, les contacts à l'échelle de l'entreprise et les partenaires relationnels](https://help.nexl.cloud/fr/articles/5309953-concepts-essentiels-mes-contacts-les-contacts-a-l-echelle-de-l-entreprise-et-les-partenaires-relationnels.md): Explication du concept de partenaires relationnels et de la différence entre Mes contacts et Contacts au sein de l'entreprise
- [Quelle est la différence entre les prospects, les leads et les opportunités ?](https://help.nexl.cloud/fr/articles/6503067-quelle-est-la-difference-entre-les-prospects-les-leads-et-les-opportunites.md): Découvrez les différences entre les prospects, les leads et les opportunités, et comment suivre chacun d'entre eux sur Nexl.
- [Listes statiques et vues dynamiques](https://help.nexl.cloud/fr/articles/6232661-listes-statiques-et-vues-dynamiques.md): Comprenez la différence entre les listes statiques et les vues dynamiques et apprenez à les créer.
- [Quelle est la différence entre l'administrateur et les utilisateurs individuels ?](https://help.nexl.cloud/fr/articles/5309748-quelle-est-la-difference-entre-l-administrateur-et-les-utilisateurs-individuels.md): Nexl propose deux rôles d'utilisateur : Individuel et Admin. Cet article explique quelles sont les fonctionnalités disponibles pour chaque rôle.

### Cours vidéo

- [🎥 Commencer avec Nexl](https://help.nexl.cloud/fr/articles/8002339-commencer-avec-nexl.md): Un CRM juridique—mais en mieux !
- [🎥 Gérer vos relations](https://help.nexl.cloud/fr/articles/8002366-gerer-vos-relations.md): Meilleures pratiques pour l'utilisation de la fonction Contacts de Nexl
- [🎥 Comptes et aperçus](https://help.nexl.cloud/fr/articles/8002397-comptes-et-apercus.md): Naviguer dans les dossiers de l'entreprise et découvrir les informations sur les clients
- [🎥 Développement des affaires](https://help.nexl.cloud/fr/articles/8002415-developpement-des-affaires.md): Comment exécuter vos stratégies de développement commercial dans Nexl
- [🎥 Opportunités](https://help.nexl.cloud/fr/articles/8002433-opportunites.md): Comment gérer les opportunités d'affaires dans Nexl
- [🎥 Nexl pour les utilisateurs administrateurs](https://help.nexl.cloud/fr/articles/8002444-nexl-pour-les-utilisateurs-administrateurs.md): Introduction aux fonctions d'administration
- [🎥 Gestion des utilisateurs pour les administrateurs](https://help.nexl.cloud/fr/articles/8002447-gestion-des-utilisateurs-pour-les-administrateurs.md): Rôles des utilisateurs et accès délégués \(proxies\)
- [🎥 Gestion des balises pour les administrateurs](https://help.nexl.cloud/fr/articles/8002453-gestion-des-balises-pour-les-administrateurs.md): Création, gestion et ajout en masse de balises
- [🎥 Data Cleaner pour les administrateurs](https://help.nexl.cloud/fr/articles/8002454-data-cleaner-pour-les-administrateurs.md): Meilleures pratiques pour le nettoyage des enregistrements de contact et de société à partir du Data Cleaner
- [🎥 Importation pour les administrateurs](https://help.nexl.cloud/fr/articles/8002455-importation-pour-les-administrateurs.md): Comment importer des listes et des feuilles de calcul existantes dans Nexl ?
- [🎥 Introduction aux projets](https://help.nexl.cloud/fr/articles/8002518-introduction-aux-projets.md): Découvrez les principaux éléments constitutifs des projets Nexl.
- [🎥 Équipes et tâches de projet](https://help.nexl.cloud/fr/articles/8002520-equipes-et-taches-de-projet.md): Comment gérer les équipes et les tâches dans Nexl Projects ?
- [🎥 Définir des objectifs SMART](https://help.nexl.cloud/fr/articles/8002522-definir-des-objectifs-smart.md): Création, visualisation et suivi des objectifs dans Nexl
- [🎥 Relier les projets et les opportunités](https://help.nexl.cloud/fr/articles/8002524-relier-les-projets-et-les-opportunites.md): Relier les opportunités aux projets pour suivre les résultats et le retour sur investissement
- [🎥 Ajouter des documents aux projets](https://help.nexl.cloud/fr/articles/8002525-ajouter-des-documents-aux-projets.md): Comment télécharger des documents Word, des PDF, des présentations, des courriels et plus encore !
- [🎥 Listes de projets](https://help.nexl.cloud/fr/articles/8002526-listes-de-projets.md): Navigation dans les listes d'entreprises, les listes de contacts et les listes génériques au sein des projets

### Contacts

- [Ouvrir des emails depuis un flux d'activité](https://help.nexl.cloud/fr/articles/5797856-ouvrir-des-emails-depuis-un-flux-d-activite.md): Cet article explique comment Nexl permet désormais aux utilisateurs d'Office 365 de visualiser les emails sous-jacents depuis le flux d'activité de Nexl.
- [Que faire lorsqu'un contact a deux adresses électroniques?](https://help.nexl.cloud/fr/articles/6657023-que-faire-lorsqu-un-contact-a-deux-adresses-electroniques.md): Comment associer 2 adresses email à un contact et passer facilement de l'une à l'autre.
- [Comment réaffecter un contact à une nouvelle entreprise?](https://help.nexl.cloud/fr/articles/6236315-comment-reaffecter-un-contact-a-une-nouvelle-entreprise.md): Comment modifier l'entreprise à laquelle un contact donné est associé?
- [Puis-je ajouter manuellement une interaction avec un contact?](https://help.nexl.cloud/fr/articles/6672586-puis-je-ajouter-manuellement-une-interaction-avec-un-contact.md): Comment créer des activités personnalisées pour enregistrer différents types d'interactions?
- [Gestion des préférences marketing dans Nexl](https://help.nexl.cloud/fr/articles/7856079-gestion-des-preferences-marketing-dans-nexl.md): Votre guide étape par étape pour utiliser le gestionnaire de préférences marketing de Nexl afin de suivre l'état des consentements et plus encore !
- [Comment ajouter des notes à un contact ou à une entreprise ?](https://help.nexl.cloud/fr/articles/4982507-comment-ajouter-des-notes-a-un-contact-ou-a-une-entreprise.md): Découvrez les notes, qui peut les voir et comment les ajouter à l'enregistrement d'un contact ou d'une entreprise.
- [Création d'activités personnalisées](https://help.nexl.cloud/fr/articles/6590315-creation-d-activites-personnalisees.md): Comment \(et pourquoi\) ajouter des activités personnalisées au flux d'activités d'un contact
- [Définir des contacts comme privés dans Nexl](https://help.nexl.cloud/fr/articles/5698663-definir-des-contacts-comme-prives-dans-nexl.md): Cet article explique comment vous pouvez supprimer et masquer des interactions avec des contacts spécifiques.
- [Comment mettre à jour les coordonnées d'un contact ?](https://help.nexl.cloud/fr/articles/4981502-comment-mettre-a-jour-les-coordonnees-d-un-contact.md): Comment mettre à jour les coordonnées d'un contact ou d'une entreprise ?
- [Comment programmer un rappel pour rester en contact ?](https://help.nexl.cloud/fr/articles/5385824-comment-programmer-un-rappel-pour-rester-en-contact.md)
- [Tout sur l'onglet Qui sait](https://help.nexl.cloud/fr/articles/5477291-tout-sur-l-onglet-qui-sait.md): Tout ce que vous devez savoir pour découvrir qui connaît qui entre votre entreprise et une autre société.
- [Comment ajouter manuellement des contacts ?](https://help.nexl.cloud/fr/articles/4981379-comment-ajouter-manuellement-des-contacts.md): Apprenez à ajouter des contacts à Nexl \(sans les envoyer par email ou sans organiser de réunion !\)
- [Comment archiver \(en masse\) des contacts](https://help.nexl.cloud/fr/articles/8823772-comment-archiver-en-masse-des-contacts.md)
- [Comment archiver des contacts en masse à l'aide de l'importation](https://help.nexl.cloud/fr/articles/9213731-comment-archiver-des-contacts-en-masse-a-l-aide-de-l-importation.md): Un guide pas à pas pour archiver des contacts en masse à l'aide de la fonction d'importation.
- [Synchronisation des données de contact de Nexl vers Outlook](https://help.nexl.cloud/fr/articles/9266746-synchronisation-des-donnees-de-contact-de-nexl-vers-outlook.md): Comment synchroniser les données de contact de Nexl vers Outlook
- [Comment supprimer un contact de Mes Contacts](https://help.nexl.cloud/fr/articles/6386509-comment-supprimer-un-contact-de-mes-contacts.md): Apprenez à supprimer un contact de Mes Contacts sans le supprimer pour le reste de l'entreprise.
- [Comment exporter une liste de contacts](https://help.nexl.cloud/fr/articles/6836827-comment-exporter-une-liste-de-contacts.md)
- [Comprendre les badges de contact](https://help.nexl.cloud/fr/articles/7888858-comprendre-les-badges-de-contact.md): Une vue d'ensemble des différents types de badges de contact que vous trouverez lors de l'affichage des listes de contacts dans Nexl.
- [Créer une nouvelle liste de contacts](https://help.nexl.cloud/fr/articles/6461271-creer-une-nouvelle-liste-de-contacts.md): Comment créer de nouvelles listes de contacts statiques ou dynamiques dans Nexl ?
- [Où puis-je trouver tous les contacts d'une entreprise donnée ?](https://help.nexl.cloud/fr/articles/4982347-ou-puis-je-trouver-tous-les-contacts-d-une-entreprise-donnee.md): Apprenez à trouver tous les contacts que vous connaissez au sein d'une entreprise spécifique.
- [Comment déplacer des contacts au sein d'une hiérarchie d'entreprises](https://help.nexl.cloud/fr/articles/6792837-comment-deplacer-des-contacts-au-sein-d-une-hierarchie-d-entreprises.md): Déplacez facilement les contacts d'une hiérarchie d'entreprise d'une société à l'autre.

### Entreprises

- [Comment ajouter des notes à un enregistrement d'entreprise ou de contact ?](https://help.nexl.cloud/fr/articles/6236495-comment-ajouter-des-notes-a-un-enregistrement-d-entreprise-ou-de-contact.md): Découvrez les notes, qui peut les voir et comment les ajouter à une fiche d'entreprise ou de contact.
- [Comment créer une Hiérarchie d’Entreprises](https://help.nexl.cloud/fr/articles/6792714-comment-creer-une-hierarchie-d-entreprises.md): Gardez une trace des relations holding/filiale, franchiseur/franchisé ou siège/succursale en créant une hiérarchie d'entreprise.
- [Comment exporter une liste d'entreprises](https://help.nexl.cloud/fr/articles/6836969-comment-exporter-une-liste-d-entreprises.md)
- [Comment ajouter manuellement une entreprise ?](https://help.nexl.cloud/fr/articles/4981366-comment-ajouter-manuellement-une-entreprise.md): Découvrez comment créer manuellement un enregistrement de société.
- [Comment définir un type d'entreprise ?](https://help.nexl.cloud/fr/articles/4981914-comment-definir-un-type-d-entreprise.md): Apprenez à mieux organiser les enregistrements de vos entreprises en les étiquetant selon leur fonction ou leur objectif pour l'entreprise.
- [Tout sur les partenaires relationnels](https://help.nexl.cloud/fr/articles/6236399-tout-sur-les-partenaires-relationnels.md): Découvrez les partenaires relationnels, comment les définir et comment trouver les entreprises pour lesquelles vous êtes le partenaire relationnel désigné.
- [Comment consulter le flux d'activité d'une entreprise](https://help.nexl.cloud/fr/articles/6613464-comment-consulter-le-flux-d-activite-d-une-entreprise.md): Obtenez une vue combinée de l'activité de chaque contact au sein d'une entreprise.

### Opportunités

- [Comment utiliser Nexl pour le suivi des opportunités](https://help.nexl.cloud/fr/articles/5281194-comment-utiliser-nexl-pour-le-suivi-des-opportunites.md): Cet article explique comment les cabinets d'avocats peuvent utiliser l'outil de suivi des opportunités pour mieux gérer leur pipeline et générer des informations connexes.

### Prospection

- [Comment rechercher et identifier de nouveaux clients potentiels \(Prospection\)](https://help.nexl.cloud/fr/articles/5403830-comment-rechercher-et-identifier-de-nouveaux-clients-potentiels-prospection.md): Comment rechercher de nouveaux clients potentiels à l'aide de l'outil de prospection de Nexl.

### Espaces de travail

- [Comment utiliser l'outil Espaces de travail sur Nexl](https://help.nexl.cloud/fr/articles/5592377-comment-utiliser-l-outil-espaces-de-travail-sur-nexl.md): Découvrez comment vous pouvez bénéficier de notre outil de gestion des espaces de travail.

### Listes de marketing

- [Comment utiliser les Listes Marketing pour créer des listes statiques et dynamiques ?](https://help.nexl.cloud/fr/articles/4982526-comment-utiliser-les-listes-marketing-pour-creer-des-listes-statiques-et-dynamiques.md): Créez des listes pour des newsletters, des événements et des campagnes marketing en utilisant les listes marketing de Nexl.

### Intégrations

- [Ajouter un contact à une liste depuis Outlook](https://help.nexl.cloud/fr/articles/6255707-ajouter-un-contact-a-une-liste-depuis-outlook.md): Comment ajouter des personnes à des listes de contacts, des listes marketing et des espaces de travail avec l'extension Outlook de Nexl.

### Utilisateurs administrateurs

- [Comment importer des listes de contacts ou de sociétés dans Nexl ?](https://help.nexl.cloud/fr/articles/5846290-comment-importer-des-listes-de-contacts-ou-de-societes-dans-nexl.md): Cet article explique comment les utilisateurs administrateurs peuvent importer des listes de contacts ou de sociétés préexistantes dans Nexl.

### Notes de publication

- [Mises à jour Nexl - Décembre 2024](https://help.nexl.cloud/fr/articles/10220890-mises-a-jour-nexl-decembre-2024.md): Découvrez les nouveautés de notre mise à jour de décembre 2024 ✨

### Cas d'utilisation

- [Créer votre liste de Noël sur Nexl](https://help.nexl.cloud/fr/articles/5729365-creer-votre-liste-de-noel-sur-nexl.md): Cet article explique comment les utilisateurs peuvent créer leur propre liste de diffusion individuelle ou inscrire des contacts à une liste de diffusion globale de l’entreprise.