Getting Started with Nexl

Learn how to get started with Nexl and up your Marketing and BD game!



30 minutes


About the course

Getting Started with Nexl, the all-in-one collaboration cloud! 

What is this course about?

The primary goal of this Basic Training course is to give Nexl customers the information and guidance they need to get started on the platform. In 5 short courses we will review the main functionalities and use cases of our “no-data-entry CRM” and show you on screen how your can use Nexl to better manage your relationships, explore new business opportunities and kickstart your growth projects! 

What we will cover in this course?

How does Nexl CRM work?
How can I better manage my Contacts?
What insights can I get on the companies my firm engages with?
How can I organize my contacts and companies by creating lists?
How can Nexl help me become more productive ?
How can I re-engage with clients to generate more revenue?
How can I pitch for new business?
Where can I manage opportunities and referrals?

Who will benefit from taking this course?

This introductory course about Nexl is designed for lawyers and marketing and business development executives of firms that have recently adopted Nexl.  In particular, users that did not participate in the initial Nexl training and onboarding sessions. This course can be integrated in the overall onboarding and training programs for new joiners. At Nexl, we understand it takes time and patience to get used to new technology tools. This basic course allows users to play back certain sections of the core training motion at their own pace, whenever and wherever they want!

Course Lessons