Nexl Help Center
FAQs
Our most frequently asked questions
By Gillian and 1 other2 authors8 articles
Getting Started
Learn the basics of Nexl and get set up for success!
By Steven and 1 other2 authors7 articles
Video Courses
Watch and learn through quick video clips!
By Gillian1 author16 articles
Contacts
Managing your Contacts and leveraging your relationship data
By Steven and 1 other2 authors20 articles
Companies
Learn about Company records and the power of company-wide data
By Steven and 1 other2 authors7 articles
Opportunities
Everything you need to know about creating Opportunities and managing your pipeline
By Gillian and 2 others3 authors6 articles
Prospecting
How to identify new prospects and manage prospective client relationships using Nexl
By Steven and 1 other2 authors4 articles
Projects
Learn how to leverage Projects for firm-wide collaboration
By Steven and 1 other2 authors3 articles
Marketing Lists
By Steven1 author1 article
Integrations
Using Nexl with Outlook and MailChimp
By Steven and 1 other2 authors5 articles
Admin Users
Features and functionality exclusive to Admin users
By Gillian and 1 other2 authors5 articles
Use Cases
Real-life examples of how other firms are leveraging Nexl
By Steven and 1 other2 authors10 articles
Release Notes
Newest Features from Nexl
By Habib1 author3 articles
Forms
Learn how to use Nexl forms for collecting data
By Gillian1 author2 articles