Nexl: Admin course

Nexl's Admin course offers training on those functionalities that are reserved for Admin users.
189 students enrolled
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  • Description
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The Nexl Admin course will go into more detail on the functionalities that are accessible to Admin users only. It will also go into more detail with respect to more complex use cases and offer deeper insights into the way firms can link up their growth strategy with the usage of the Nexl platform. 

Nexl’s Admin users play an active role in the Firm’s  growth agenda. Profiles typically include Partners, Chief Revenue Officers, Office managers, COO’s and Business Development and Marketing executives. Admin users have access to Firm-wide contact lists and engagement data, and will to take ownership of the some of the processes that will be managed on Nexl.

Main topics covered in this course

  • Introduction
  • User and access level management
  • Reporting
  • Firm-wide Marketing list management
  • Data management and stewarding
  • Integration with MailChimp
  • Tag management
  • Importing data from spreadsheets
Who should get Admin access on Nexl?
There is no correct answer to this question, as it really depends on how you intend to use Nexl.

Large firms typically give Admin access to all partners, and Marketing & BD staff. Smaller firms, with fewer partners, sometimes give access to (senior) associates as well.

Admin users get access to all contacts, can see all interactions, and are also able to export contacts. This should've been considered when deciding on roles and access levels.
Course details
Duration 1.5 hours
Lectures 8
Video 1 hour
Quizzes 3
Level Advanced

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Working hours

Monday 9:30 am - 6.00 pm
Tuesday 9:30 am - 6.00 pm
Wednesday 9:30 am - 6.00 pm
Thursday 9:30 am - 6.00 pm
Friday 9:30 am - 5.00 pm
Saturday Closed
Sunday Closed