Our most frequently asked questions
Learn the basics of Nexl and get set up for success!
Watch and learn through quick video clips!
Managing your Contacts and leveraging your relationship data
Learn about Company records and the power of company-wide data
Everything you need to know about creating Opportunities and managing your pipeline
How to identify new prospects and manage prospective client relationships using Nexl
Learn how to leverage Projects for firm-wide collaboration
Using Nexl with Outlook and MailChimp
Features and functionality exclusive to Admin users
Real-life examples of how other firms are leveraging Nexl